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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $125,699 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,138 | $128,603+106.9% | $197,124+35.0% | $67,986+291.5% |
| Participation rate | 91.0% | 81.7%+9.3pp | 86.7%+4.3pp | 57.2%+33.8pp |
| Annual return | 13.60% | 23.77%-10.2pp | 44.34%-30.7pp | 31.67%-18.1pp |
| Employer contribution / active EE | $4,673 | $4,379+6.7% | $6,227-25.0% | $2,019+131.5% |
| Participant deferral / active EE | $11,898 | $6,840+73.9% | $9,135+30.2% | $3,358+254.3% |
| Admin fee / account holder | $489 | $3,035-83.9% | $16,298-97.0% | $3,203-84.7% |