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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $174,370 |
PREFERRED PENSION PLANNING2 years Filed as: PREFERRED PENSION PLANNING CORP. Service code 11 · EIN 22-3210058 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Actuarial | $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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,285 | $89,093+75.4% | $102,434+52.6% | $77,736+101.0% |
| Participation rate | 62.9% | 80.9%-18.0pp | 76.5%-13.6pp | 70.6%-7.7pp |
| Annual return | 18.52% | 25.03%-6.5pp | 29.46%-10.9pp | 31.26%-12.7pp |
| Employer contribution / active EE | $1,942 | $2,699-28.0% | $3,023-35.8% | $2,728-28.8% |
| Participant deferral / active EE | $6,663 | $5,147+29.5% | $5,055+31.8% | $4,651+43.3% |
| Admin fee / account holder | $1,189 | $236+404.3% | $9,462-87.4% | $433+174.5% |