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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 | $79,181+45.5% | $102,423+12.5% | $74,429+54.8% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 19.99% | 54.97%-35.0pp | 29.42%-9.4pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $5,533 | $2,362+134.3% | $3,023+83.0% | $2,625+110.8% |
| Participant deferral / active EE | $18,750 | $4,416+324.6% | $5,054+271.0% | $4,348+331.2% |
| Admin fee / account holder | $114 | $2,002-94.3% | $9,455-98.8% | $1,944-94.2% |