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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $222 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,490 | $48,576+191.3% | $169,452-16.5% | $56,289+151.4% |
| Participation rate | 84.8% | 65.8%+18.9pp | 77.8%+7.0pp | 69.9%+14.9pp |
| Annual return | -5.89% | -2.51%-3.4pp | 1.83%-7.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,612 | $1,559+3.4% | $4,157-61.2% | $2,111-23.6% |
| Participant deferral / active EE | $9,047 | $3,275+176.2% | $5,277+71.4% | $3,350+170.1% |
| Admin fee / account holder | $314 | $435-27.9% | $9,110-96.6% | $521-39.8% |