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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 | $106,247+162.9% | $147,096+89.9% | $77,714+259.5% |
| Participation rate | 88.4% | 78.4%+10.0pp | 82.2%+6.2pp | 70.6%+17.8pp |
| Annual return | 12.52% | 56.87%-44.3pp | 419.75%-407.2pp | 31.26%-18.7pp |
| Employer contribution / active EE | $6,757 | $4,069+66.0% | $4,936+36.9% | $2,727+147.8% |
| Participant deferral / active EE | $10,296 | $7,996+28.8% | $8,071+27.6% | $4,649+121.5% |
| Admin fee / account holder | $149 | $338-56.0% | $13,005-98.9% | $433-65.7% |