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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 37 · EIN 45-3008106 | Loan Processing | $34,778 |
Service code 27 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 19.03% | 20.36%-1.3pp | 1501.67%-1482.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $0 | $3,727-100.0% | $5,444-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,806 | $5,382-47.9% | $6,568-57.3% | $3,537-20.7% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |