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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 13 · EIN 01-0233346 | Contract Administrator | $24,168 |
Service code 26 · EIN 47-3722740 | Advisory (Participants) | $15,092 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,900 | $48,267+57.3% | $68,808+10.3% | $68,486+10.8% |
| Participation rate | 56.7% | 60.7%-4.0pp | 69.0%-12.3pp | 67.9%-11.2pp |
| Annual return | -18.29% | -12.70%-5.6pp | -6.37%-11.9pp | -7.85%-10.4pp |
| Employer contribution / active EE | $882 | $1,829-51.8% | $2,656-66.8% | $2,597-66.0% |
| Participant deferral / active EE | $2,942 | $2,867+2.6% | $3,942-25.4% | $4,028-26.9% |
| Admin fee / account holder | $620 | $4,362-85.8% | $4,936-87.4% | $5,404-88.5% |