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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $4,037 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 26 · EIN 22-3570392 | Advisory (Participants) | $0 |
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 | $19,382 | $52,293-62.9% | $178,499-89.1% | $73,412-73.6% |
| Participation rate | 87.3% | 65.3%+22.0pp | 81.9%+5.4pp | 72.2%+15.1pp |
| Annual return | 16.69% | 34.75%-18.1pp | 151.10%-134.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $746 | $1,735-57.0% | $5,011-85.1% | $2,234-66.6% |
| Participant deferral / active EE | $5,036 | $2,332+115.9% | $5,202-3.2% | $3,806+32.3% |
| Admin fee / account holder | $21 | $127-83.9% | $13,986-99.9% | $158-87.0% |