Filed April 9, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $178,031 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $25,483 |
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 | $117,806 | $86,338+36.4% | $91,994+28.1% | $77,775+51.5% |
| Participation rate | 99.0% | 82.9%+16.1pp | 78.6%+20.4pp | 73.2%+25.8pp |
| Annual return | 22.32% | 29.65%-7.3pp | 69.04%-46.7pp | 32.58%-10.3pp |
| Employer contribution / active EE | $3,695 | $2,988+23.7% | $3,453+7.0% | $2,504+47.6% |
| Participant deferral / active EE | $9,462 | $6,908+37.0% | $5,924+59.7% | $3,966+138.6% |
| Admin fee / account holder | $115 | $79+44.6% | $7,744-98.5% | $100+14.6% |