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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,606 | $73,848-9.8% | $143,799-53.7% | $68,486-2.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.39% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,557 | $3,184+11.7% | $4,952-28.2% | $2,597+37.0% |
| Participant deferral / active EE | $13,994 | $3,385+313.5% | $5,638+148.2% | $4,028+247.5% |
| Admin fee / account holder | $375 | $5,755-93.5% | $14,677-97.4% | $5,404-93.1% |