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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $42,223 |
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 | $52,517 | $104,631-49.8% | $98,461-46.7% | $80,157-34.5% |
| Participation rate | 87.0% | 87.5%-0.6pp | 75.2%+11.8pp | 72.9%+14.0pp |
| Annual return | 21.42% | 34.72%-13.3pp | 21.17%+0.2pp | 40.39%-19.0pp |
| Employer contribution / active EE | $2,279 | $4,517-49.5% | $3,049-25.2% | $2,977-23.5% |
| Participant deferral / active EE | $4,477 | $6,545-31.6% | $4,738-5.5% | $5,015-10.7% |
| Admin fee / account holder | $23 | $105-77.6% | $8,961-99.7% | $145-83.8% |