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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $101,686 |
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 | $381,007 | $77,908+389.0% | $149,696+154.5% | $75,173+406.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.98% | 31.73%-14.7pp | 134.46%-117.5pp | 160.72%-143.7pp |
| Employer contribution / active EE | $21,711 | $3,138+591.9% | $4,821+350.4% | $2,671+712.9% |
| Participant deferral / active EE | $4,407 | $3,411+29.2% | $5,682-22.4% | $4,126+6.8% |
| Admin fee / account holder | $21,071 | $5,950+254.2% | $13,212+59.5% | $5,651+272.9% |