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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $508 |
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 | $38,446 | $78,562-51.1% | $105,608-63.6% | $74,429-48.3% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 12.25% | 15.94%-3.7pp | 116.50%-104.2pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,739 | $2,521+48.3% | $3,167+18.1% | $2,625+42.4% |
| Participant deferral / active EE | $2,570 | $4,321-40.5% | $5,010-48.7% | $4,348-40.9% |
| Admin fee / account holder | $206 | $2,217-90.7% | $11,028-98.1% | $1,944-89.4% |