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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,596 | $59,448-56.9% | $93,696-72.7% | $74,459-65.6% |
| Participation rate | 70.9% | 59.6%+11.2pp | 68.7%+2.1pp | 67.2%+3.6pp |
| Annual return | 13.34% | 82.11%-68.8pp | 133.74%-120.4pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $249 | $1,266-80.3% | $2,422-89.7% | $2,626-90.5% |
| Participant deferral / active EE | $435 | $3,052-85.7% | $4,417-90.1% | $4,350-90.0% |
| Admin fee / account holder | $356 | $3,027-88.2% | $8,287-95.7% | $1,945-81.7% |