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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 13 PO BOX 600 · BUFFALO, NY 142010600 | Contract Administrator | $26,419 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,416 | $55,470+470.4% | $155,556+103.4% | $74,478+324.8% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 18.93% | 269.80%-250.9pp | 64.84%-45.9pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $9,555 | $2,267+321.5% | $4,675+104.4% | $2,626+263.8% |
| Participant deferral / active EE | $8,632 | $2,838+204.2% | $5,631+53.3% | $4,350+98.4% |
| Admin fee / account holder | $240 | $1,744-86.2% | $15,885-98.5% | $1,946-87.7% |