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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $28,170 |
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 | $115,192 | $79,223+45.4% | $102,460+12.4% | $74,478+54.7% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 19.99% | 54.98%-35.0pp | 29.47%-9.5pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $5,533 | $2,363+134.2% | $3,025+82.9% | $2,626+110.7% |
| Participant deferral / active EE | $18,750 | $4,417+324.5% | $5,056+270.8% | $4,350+331.0% |
| Admin fee / account holder | $114 | $2,003-94.3% | $9,460-98.8% | $1,946-94.2% |