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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,554 |
Service code 27 · EIN 02-6007993 | Advisory (Plan) | $14,303 |
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 | $69,655 | $55,470+25.6% | $155,556-55.2% | $74,478-6.5% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 14.85% | 269.80%-255.0pp | 64.84%-50.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $2,745 | $2,267+21.1% | $4,675-41.3% | $2,626+4.5% |
| Participant deferral / active EE | $5,288 | $2,838+86.3% | $5,631-6.1% | $4,350+21.6% |
| Admin fee / account holder | $313 | $1,744-82.0% | $15,885-98.0% | $1,946-83.9% |