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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 | $30,423+158.7% | $56,025+40.5% | $74,478+5.7% |
| Participation rate | 98.9% | 32.9%+66.0pp | 52.5%+46.4pp | 67.2%+31.7pp |
| Annual return | 13.91% | 24.97%-11.1pp | 1712.69%-1698.8pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $4,114 | $610+574.1% | $1,042+294.9% | $2,626+56.6% |
| Participant deferral / active EE | $4,627 | $1,176+293.3% | $1,955+136.7% | $4,350+6.4% |
| Admin fee / account holder | $249 | $2,363-89.5% | $2,828-91.2% | $1,946-87.2% |