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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,638 |
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 | $134,362 | $82,188+63.5% | $125,401+7.1% | $64,829+107.3% |
| Participation rate | 74.3% | 77.9%-3.6pp | 82.4%-8.1pp | 71.5%+2.8pp |
| Annual return | -9.95% | 3.50%-13.4pp | 572.53%-582.5pp | 32.85%-42.8pp |
| Employer contribution / active EE | $2,714 | $3,617-25.0% | $4,816-43.6% | $2,507+8.3% |
| Participant deferral / active EE | $9,735 | $7,177+35.6% | $7,448+30.7% | $4,312+125.8% |
| Admin fee / account holder | $22 | $163-86.6% | $10,008-99.8% | $188-88.4% |