Filed April 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $165,614 |
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 | $99,735 | $71,106+40.3% | $83,327+19.7% | $75,289+32.5% |
| Participation rate | 97.4% | 82.0%+15.4pp | 77.8%+19.6pp | 72.4%+25.0pp |
| Annual return | -4.54% | -0.56%-4.0pp | 10.64%-15.2pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,523 | $2,436+44.6% | $3,379+4.3% | $2,405+46.5% |
| Participant deferral / active EE | $9,430 | $6,249+50.9% | $5,565+69.4% | $3,739+152.2% |
| Admin fee / account holder | $95 | $72+30.9% | $7,540-98.7% | $102-7.4% |