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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 37 · EIN 01-0233346 | Loan Processing | $21,027 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,798 |
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 | $94,512 | $69,383+36.2% | $101,275-6.7% | $73,497+28.6% |
| Participation rate | 84.4% | 68.4%+16.1pp | 75.8%+8.6pp | 70.7%+13.7pp |
| Annual return | 13.72% | 18.46%-4.7pp | 46.48%-32.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,160 | $2,628-55.9% | $3,660-68.3% | $2,270-48.9% |
| Participant deferral / active EE | $4,543 | $3,301+37.6% | $4,371+3.9% | $3,740+21.5% |
| Admin fee / account holder | $299 | $704-57.5% | $5,948-95.0% | $513-41.7% |