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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $4,084 |
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 | $95,584 | $76,696+24.6% | $96,538-1.0% | $71,529+33.6% |
| Participation rate | 79.9% | 66.6%+13.3pp | 74.3%+5.5pp | 67.9%+11.9pp |
| Annual return | 15.57% | 48.32%-32.8pp | 35.74%-20.2pp | 28.97%-13.4pp |
| Employer contribution / active EE | $9,063 | $3,032+199.0% | $3,740+142.3% | $2,590+250.0% |
| Participant deferral / active EE | $3,844 | $3,770+2.0% | $4,880-21.2% | $4,291-10.4% |
| Admin fee / account holder | $423 | $2,030-79.2% | $6,737-93.7% | $1,588-73.4% |