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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,375 |
Filed as: CONCANNON, MILLER & CO. P.C. Service code 10 · EIN 23-2620120 | Accounting | $0 |
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 | $98,626 | $65,437+50.7% | $86,698+13.8% | $66,949+47.3% |
| Participation rate | 88.1% | 75.5%+12.7pp | 76.6%+11.6pp | 69.8%+18.3pp |
| Annual return | -15.48% | -10.91%-4.6pp | 35.96%-51.4pp | 1.57%-17.1pp |
| Employer contribution / active EE | $1,205 | $2,154-44.1% | $2,837-57.5% | $2,545-52.7% |
| Participant deferral / active EE | $2,656 | $4,102-35.3% | $4,656-43.0% | $4,239-37.3% |
| Admin fee / account holder | $214 | $642-66.7% | $7,492-97.1% | $594-64.0% |