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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $205,224 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $32,810 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $10,925 |
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 | $69,733 | $48,261+44.5% | $68,612+1.6% | $55,725+25.1% |
| Participation rate | 98.4% | 71.0%+27.4pp | 72.2%+26.2pp | 70.9%+27.6pp |
| Annual return | -4.15% | -2.61%-1.5pp | -4.63%+0.5pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,394 | $1,742-20.0% | $2,625-46.9% | $2,078-32.9% |
| Participant deferral / active EE | $3,876 | $2,712+42.9% | $3,311+17.1% | $3,356+15.5% |
| Admin fee / account holder | $256 | $126+102.6% | $5,131-95.0% | $115+121.9% |