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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 80-0709115 | Recordkeeping | $31,703 |
Filed as: MML INVESTORS SERVICES Service code 26 · EIN 04-1590850 | Advisory (Participants) | $19,663 |
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 | $19,336 | $47,163-59.0% | $149,696-87.1% | $74,460-74.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.83% | 22.75%-2.9pp | 134.46%-114.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $1,810 | $1,907-5.1% | $4,821-62.5% | $2,638-31.4% |
| Participant deferral / active EE | $3,405 | $2,730+24.7% | $5,682-40.1% | $4,530-24.8% |
| Admin fee / account holder | $108 | $343-68.6% | $13,212-99.2% | $348-69.0% |