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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $150,300 |
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 | $150,978 | $89,067+69.5% | $102,423+47.4% | $77,714+94.3% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 14.98% | 25.01%-10.0pp | 29.42%-14.4pp | 31.26%-16.3pp |
| Employer contribution / active EE | $5,763 | $2,699+113.5% | $3,023+90.6% | $2,727+111.3% |
| Participant deferral / active EE | $9,641 | $5,147+87.3% | $5,054+90.8% | $4,649+107.4% |
| Admin fee / account holder | $130 | $236-44.9% | $9,455-98.6% | $433-70.0% |