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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $68,350 |
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 | $260,200 | $95,369+172.8% | $135,942+91.4% | $74,440+249.5% |
| Participation rate | 85.8% | 78.2%+7.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 16.95% | 32.72%-15.8pp | 68.28%-51.3pp | 34.37%-17.4pp |
| Employer contribution / active EE | $5,727 | $3,878+47.7% | $4,858+17.9% | $2,638+117.1% |
| Participant deferral / active EE | $9,727 | $7,788+24.9% | $7,759+25.4% | $4,529+114.8% |
| Admin fee / account holder | $180 | $266-32.3% | $10,764-98.3% | $348-48.1% |