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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,304 |
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 | $88,977 | $84,936+4.8% | $111,303-20.1% | $79,393+12.1% |
| Participation rate | 97.2% | 75.9%+21.3pp | 77.3%+19.9pp | 70.7%+26.5pp |
| Annual return | 14.36% | 17.45%-3.1pp | 54.66%-40.3pp | 116.87%-102.5pp |
| Employer contribution / active EE | $3,388 | $1,979+71.2% | $2,731+24.0% | $2,428+39.5% |
| Participant deferral / active EE | $12,710 | $3,888+226.9% | $4,487+183.3% | $4,046+214.2% |
| Admin fee / account holder | $41 | $537-92.3% | $7,966-99.5% | $627-93.4% |