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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $77,614 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,418 | $101,672-26.8% | $147,117-49.4% | $74,478-0.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 18.13% | 8757.83%-8739.7pp | 420.54%-402.4pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $3,166 | $3,813-17.0% | $4,932-35.8% | $2,626+20.5% |
| Participant deferral / active EE | $5,599 | $7,305-23.3% | $8,065-30.6% | $4,350+28.7% |
| Admin fee / account holder | $422 | $1,753-75.9% | $12,993-96.8% | $1,946-78.3% |