Filed March 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $32,685 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,336 | $79,171-42.7% | $102,423-55.7% | $74,495-39.1% |
| Participation rate | 85.9% | 74.8%+11.1pp | 76.5%+9.4pp | 67.2%+18.7pp |
| Annual return | 15.84% | 54.93%-39.1pp | 29.32%-13.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $172 | $2,362-92.7% | $3,023-94.3% | $2,623-93.4% |
| Participant deferral / active EE | $2,594 | $4,415-41.2% | $5,053-48.7% | $4,346-40.3% |
| Admin fee / account holder | $204 | $2,001-89.8% | $9,451-97.8% | $1,942-89.5% |