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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $165,986 |
Annual investment return 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,351 | $106,264+162.9% | $147,117+89.9% | $77,762+259.2% |
| Participation rate | 88.4% | 78.4%+10.0pp | 82.2%+6.2pp | 70.6%+17.8pp |
| Annual return | 12.52% | 56.94%-44.4pp | 420.54%-408.0pp | 31.27%-18.7pp |
| Employer contribution / active EE | $6,757 | $4,074+65.9% | $4,932+37.0% | $2,728+147.7% |
| Participant deferral / active EE | $10,296 | $8,003+28.7% | $8,065+27.7% | $4,651+121.4% |
| Admin fee / account holder | $149 | $334-55.5% | $12,993-98.9% | $433-65.6% |