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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $121,937 |
FUND DIRECT ADVISORS2 years Filed as: FUND EVALUATION GROUP, LLC Service code 27 201 EAST FIFTH STREET SUITE 1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $8,448 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,823 | $82,188+182.1% | $125,401+84.9% | $64,829+257.6% |
| Participation rate | 86.0% | 77.9%+8.1pp | 82.4%+3.6pp | 71.5%+14.5pp |
| Annual return | -15.80% | 3.50%-19.3pp | 572.53%-588.3pp | 32.85%-48.6pp |
| Employer contribution / active EE | $6,727 | $3,617+86.0% | $4,816+39.7% | $2,507+168.3% |
| Participant deferral / active EE | $8,956 | $7,177+24.8% | $7,448+20.2% | $4,312+107.7% |
| Admin fee / account holder | $136 | $163-16.7% | $10,008-98.6% | $188-27.6% |