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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $610 |
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 | $41,294 | $70,917-41.8% | $98,916-58.3% | $73,493-43.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 18.76% | 34.18%-15.4pp | 196.45%-177.7pp | 28.51%-9.8pp |
| Employer contribution / active EE | $3,004 | $2,037+47.5% | $2,689+11.7% | $2,270+32.3% |
| Participant deferral / active EE | $2,600 | $3,501-25.7% | $4,245-38.7% | $3,740-30.5% |
| Admin fee / account holder | $12 | $535-97.8% | $6,642-99.8% | $513-97.8% |