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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,265 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,590 | $155,795-68.2% | $136,298-63.6% | $69,631-28.8% |
| Participation rate | 71.6% | 75.2%-3.6pp | 81.9%-10.3pp | 70.7%+1.0pp |
| Annual return | 20.97% | 232464.33%-232443.4pp | 5156.27%-5135.3pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $2,835 | $2,991-5.2% | $4,696-39.6% | $2,032+39.5% |
| Participant deferral / active EE | $5,973 | $5,394+10.7% | $6,247-4.4% | $3,224+85.3% |
| Admin fee / account holder | $38 | $128-70.7% | $9,244-99.6% | $110-65.9% |