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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $119,696 |
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 | $32,794 | $168,231-80.5% | $67,836-51.7% | $63,975-48.7% |
| Participation rate | 93.1% | 66.8%+26.3pp | 68.8%+24.3pp | 71.1%+22.0pp |
| Annual return | 212.05% | 11.76%+200.3pp | 138.49%+73.6pp | 48.65%+163.4pp |
| Employer contribution / active EE | $1,022 | $1,907-46.4% | $2,404-57.5% | $2,182-53.2% |
| Participant deferral / active EE | $2,365 | $2,827-16.3% | $3,160-25.1% | $3,356-29.5% |
| Admin fee / account holder | $51 | $81-36.3% | $4,621-98.9% | $70-27.2% |