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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 80-0709115 | Recordkeeping | $27,447 |
Filed as: MML INVESTORS SERVICES Service code 26 · EIN 04-1590850 | Advisory (Participants) | $23,867 |
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 | $20,677 | $50,860-59.3% | $155,574-86.7% | $77,714-73.4% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 17.55% | 34.86%-17.3pp | 64.87%-47.3pp | 31.26%-13.7pp |
| Employer contribution / active EE | $1,886 | $1,991-5.2% | $4,676-59.7% | $2,727-30.8% |
| Participant deferral / active EE | $3,390 | $2,825+20.0% | $5,629-39.8% | $4,649-27.1% |
| Admin fee / account holder | $100 | $436-77.1% | $15,914-99.4% | $433-77.0% |