Filed April 1, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $50,566 |
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 | $66,383 | $54,558+21.7% | $76,002-12.7% | $74,546-11.0% |
| Participation rate | 78.6% | 60.3%+18.3pp | 69.1%+9.5pp | 67.2%+11.4pp |
| Annual return | 13.08% | 31.83%-18.7pp | 360.07%-347.0pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,912 | $1,778+7.6% | $2,688-28.9% | $2,624-27.1% |
| Participant deferral / active EE | $3,272 | $3,065+6.7% | $4,257-23.1% | $4,347-24.7% |
| Admin fee / account holder | $248 | $2,232-88.9% | $6,414-96.1% | $1,944-87.3% |