Filed April 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $206,159 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $17,721 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,184 | $102,389+26.2% | $100,540+28.5% | $90,274+43.1% |
| Participation rate | 97.7% | 84.0%+13.7pp | 79.4%+18.3pp | 73.4%+24.4pp |
| Annual return | 27.36% | 22.50%+4.9pp | 30.90%-3.5pp | 53.97%-26.6pp |
| Employer contribution / active EE | $3,379 | $3,056+10.5% | $3,419-1.2% | $2,523+33.9% |
| Participant deferral / active EE | $9,156 | $7,514+21.8% | $6,272+46.0% | $4,231+116.4% |
| Admin fee / account holder | $111 | $83+33.1% | $8,082-98.6% | $114-2.8% |