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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,635 | $95,369+63.2% | $135,942+14.5% | $74,440+109.1% |
| Participation rate | 90.5% | 78.2%+12.3pp | 81.9%+8.6pp | 70.7%+19.8pp |
| Annual return | 38.54% | 32.72%+5.8pp | 68.28%-29.7pp | 34.37%+4.2pp |
| Employer contribution / active EE | $2,793 | $3,878-28.0% | $4,858-42.5% | $2,638+5.9% |
| Participant deferral / active EE | $10,751 | $7,788+38.0% | $7,759+38.6% | $4,529+137.4% |
| Admin fee / account holder | $19 | $266-92.7% | $10,764-99.8% | $348-94.4% |