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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-1299207 25 MERCHANT ST, SUITE 135 · CINCINNATI, OH 45246 | Recordkeeping | $5,885 |
Filed as: JOHN HANCOCK LIFE INS COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,976 |
Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,650 | $73,404-36.4% | $87,104-46.4% | $67,579-31.0% |
| Participation rate | 52.6% | 80.9%-28.2pp | 76.9%-24.2pp | 71.3%-18.6pp |
| Annual return | 18.57% | 48.29%-29.7pp | 28.19%-9.6pp | 378.56%-360.0pp |
| Employer contribution / active EE | $1,506 | $2,014-25.2% | $2,521-40.3% | $2,148-29.9% |
| Participant deferral / active EE | $2,398 | $3,913-38.7% | $4,048-40.8% | $3,539-32.2% |
| Admin fee / account holder | $302 | $142+113.5% | $7,491-96.0% | $142+112.4% |