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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $20,281 |
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 | $58,669 | $69,305-15.3% | $82,312-28.7% | $69,631-15.7% |
| Participation rate | 76.6% | 80.3%-3.7pp | 76.9%-0.3pp | 70.7%+5.9pp |
| Annual return | 19.00% | 21.47%-2.5pp | 25.88%-6.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,314 | $1,887-30.4% | $2,428-45.9% | $2,032-35.4% |
| Participant deferral / active EE | $4,324 | $3,568+21.2% | $3,706+16.7% | $3,224+34.1% |
| Admin fee / account holder | $53 | $97-45.4% | $5,608-99.1% | $110-51.9% |