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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $32,409 |
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 | $134,640 | $95,417+41.1% | $135,974-1.0% | $74,460+80.8% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.0pp |
| Annual return | 17.74% | 32.76%-15.0pp | 68.30%-50.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $6,089 | $3,878+57.0% | $4,859+25.3% | $2,638+130.8% |
| Participant deferral / active EE | $13,584 | $7,789+74.4% | $7,760+75.1% | $4,530+199.9% |
| Admin fee / account holder | $31 | $266-88.3% | $10,767-99.7% | $348-91.0% |