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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,264 | $88,702-42.2% | $81,780-37.3% | $145,978-64.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.26% | 1029.12%-1019.9pp | 776.27%-767.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $6,216 | $3,084+101.5% | $2,914+113.3% | $4,662+33.3% |
| Participant deferral / active EE | $3,743 | $4,645-19.4% | $4,321-13.4% | $6,690-44.0% |
| Admin fee / account holder | $796 | $8,414-90.5% | $7,384-89.2% | $13,400-94.1% |