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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $56,744 |
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 | $71,416 | $114,195-37.5% | $106,551-33.0% | $93,010-23.2% |
| Participation rate | 72.8% | 86.4%-13.6pp | 76.1%-3.3pp | 73.9%-1.1pp |
| Annual return | 15.19% | 22.18%-7.0pp | 26.80%-11.6pp | 158.70%-143.5pp |
| Employer contribution / active EE | $2,801 | $4,009-30.1% | $2,819-0.7% | $2,705+3.5% |
| Participant deferral / active EE | $4,872 | $5,908-17.5% | $4,398+10.8% | $4,561+6.8% |
| Admin fee / account holder | $49 | $105-53.0% | $7,408-99.3% | $152-67.5% |