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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $576 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,178 | $58,093-51.5% | $80,022-64.8% | $56,287-49.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -7.71% | 34.63%-42.3pp | 11.22%-18.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $721 | $1,933-62.7% | $2,468-70.8% | $2,111-65.9% |
| Participant deferral / active EE | $2,158 | $3,136-31.2% | $3,686-41.5% | $3,350-35.6% |
| Admin fee / account holder | $15 | $623-97.5% | $6,521-99.8% | $521-97.0% |