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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $178,267 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $26,063 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $11,521 |
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 | $76,626 | $53,925+42.1% | $75,501+1.5% | $69,631+10.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.4%+27.6pp | 70.7%+29.3pp |
| Annual return | 14.82% | 17.84%-3.0pp | 27.35%-12.5pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,677 | $1,802+48.5% | $2,352+13.8% | $2,032+31.7% |
| Participant deferral / active EE | $3,312 | $2,569+28.9% | $3,142+5.4% | $3,224+2.7% |
| Admin fee / account holder | $216 | $97+122.4% | $5,801-96.3% | $110+95.5% |