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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 | $88,982+69.7% | $102,438+47.4% | $77,671+94.4% |
| Participation rate | 98.6% | 80.9%+17.6pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 14.98% | 25.01%-10.0pp | 29.37%-14.4pp | 31.21%-16.2pp |
| Employer contribution / active EE | $5,763 | $2,698+113.6% | $3,024+90.6% | $2,726+111.4% |
| Participant deferral / active EE | $9,641 | $5,144+87.4% | $5,054+90.8% | $4,648+107.4% |
| Admin fee / account holder | $130 | $236-44.8% | $9,448-98.6% | $430-69.8% |