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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $5,195 |
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 | $50,477 | $95,369-47.1% | $135,942-62.9% | $74,440-32.2% |
| Participation rate | 86.0% | 78.2%+7.8pp | 81.9%+4.1pp | 70.7%+15.3pp |
| Annual return | 24.40% | 32.72%-8.3pp | 68.28%-43.9pp | 34.37%-10.0pp |
| Employer contribution / active EE | $3,708 | $3,878-4.4% | $4,858-23.7% | $2,638+40.6% |
| Participant deferral / active EE | $8,663 | $7,788+11.2% | $7,759+11.7% | $4,529+91.3% |
| Admin fee / account holder | $187 | $266-29.7% | $10,764-98.3% | $348-46.2% |