Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $36,238 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $5,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,810 | $80,005+28.5% | $140,019-26.6% | $55,725+84.5% |
| Participation rate | 95.2% | 87.0%+8.2pp | 87.5%+7.7pp | 70.9%+24.3pp |
| Annual return | -3.31% | 0.46%-3.8pp | 651.17%-654.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $5,365 | $3,403+57.7% | $5,605-4.3% | $2,078+158.2% |
| Participant deferral / active EE | $8,252 | $5,264+56.8% | $6,927+19.1% | $3,356+145.9% |
| Admin fee / account holder | $51 | $116-56.0% | $10,705-99.5% | $115-55.8% |