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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $53,799 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,700 | $34,932+125.3% | $56,441+39.4% | $74,546+5.6% |
| Participation rate | 98.9% | 32.9%+66.1pp | 52.5%+46.4pp | 67.2%+31.7pp |
| Annual return | 13.91% | 24.90%-11.0pp | 1704.21%-1690.3pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $4,114 | $608+576.2% | $1,039+295.9% | $2,624+56.7% |
| Participant deferral / active EE | $4,627 | $1,173+294.5% | $1,953+136.9% | $4,347+6.4% |
| Admin fee / account holder | $249 | $2,359-89.4% | $2,829-91.2% | $1,944-87.2% |