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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $51,562 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 | Advisory (Participants) | $39,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,651 | $108,549-61.6% | $156,263-73.3% | $85,563-51.3% |
| Participation rate | 65.9% | 77.1%-11.2pp | 78.9%-13.0pp | 66.0%-0.1pp |
| Annual return | 13.77% | 21.79%-8.0pp | 59.47%-45.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,990 | $4,800-58.5% | $6,158-67.7% | $4,375-54.5% |
| Admin fee / account holder | $360 | $650-44.6% | $14,255-97.5% | $834-56.8% |