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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $6,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,784 | $80,748+23.6% | $102,383-2.5% | $74,429+34.1% |
| Participation rate | 88.4% | 65.7%+22.7pp | 74.5%+13.9pp | 67.2%+21.2pp |
| Annual return | 13.03% | 27.57%-14.5pp | 24.94%-11.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $9,477 | $3,159+200.0% | $3,870+144.9% | $2,625+261.1% |
| Participant deferral / active EE | $5,110 | $3,861+32.4% | $5,060+1.0% | $4,348+17.5% |
| Admin fee / account holder | $513 | $2,371-78.4% | $8,391-93.9% | $1,944-73.6% |