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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1717450 | Advisory (Participants) | $23,940 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $490 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,692 | $65,437+37.1% | $86,698+3.5% | $66,949+34.0% |
| Participation rate | 84.9% | 75.5%+9.4pp | 76.6%+8.3pp | 69.8%+15.1pp |
| Annual return | -18.85% | -10.91%-7.9pp | 35.96%-54.8pp | 1.57%-20.4pp |
| Employer contribution / active EE | $694 | $2,154-67.8% | $2,837-75.5% | $2,545-72.7% |
| Participant deferral / active EE | $6,123 | $4,102+49.3% | $4,656+31.5% | $4,239+44.4% |
| Admin fee / account holder | $383 | $642-40.3% | $7,492-94.9% | $594-35.5% |