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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $82,529 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,442 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,285 | $88,874-63.7% | $123,553-73.9% | $75,289-57.1% |
| Participation rate | 82.4% | 75.9%+6.6pp | 82.3%+0.1pp | 72.4%+10.0pp |
| Annual return | 57.51% | 4.22%+53.3pp | 119.21%-61.7pp | -0.04%+57.5pp |
| Employer contribution / active EE | $1,792 | $3,256-45.0% | $4,628-61.3% | $2,405-25.5% |
| Participant deferral / active EE | $3,688 | $6,174-40.3% | $6,426-42.6% | $3,739-1.4% |
| Admin fee / account holder | $113 | $95+19.6% | $9,284-98.8% | $102+10.5% |