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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,751 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,589 | $73,848+340.9% | $143,799+126.4% | $68,486+375.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.17% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $19,856 | $3,184+523.5% | $4,952+301.0% | $2,597+664.7% |
| Participant deferral / active EE | $4,061 | $3,385+20.0% | $5,638-28.0% | $4,028+0.8% |
| Admin fee / account holder | $11,316 | $5,755+96.6% | $14,677-22.9% | $5,404+109.4% |