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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $148 |
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 | $77,971 | $70,002+11.4% | $115,037-32.2% | $52,331+49.0% |
| Participation rate | 70.3% | 72.1%-1.8pp | 81.4%-11.0pp | 68.1%+2.2pp |
| Annual return | 1.31% | 4.04%-2.7pp | 26.14%-24.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,741 | $2,715-35.9% | $4,608-62.2% | $1,882-7.5% |
| Participant deferral / active EE | $3,963 | $4,920-19.4% | $6,026-34.2% | $3,022+31.1% |
| Admin fee / account holder | $200 | $566-64.7% | $8,175-97.6% | $592-66.2% |