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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 80-0709115 | Recordkeeping | $41,915 |
MMA SECURITIES LLC1 year Filed as: MMA Service code 49 101 HUNTINGTON AVENUE · BOSTON, MA 02199 | Other Services | $37,211 |
BOULAY PLLP1 year Filed as: BOULAY DONNELLY & SUPOVITZ Service code 49 324 GROVE STREET · WORCESTER, MA 01605 | Other Services | $21,616 |
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 | $17,358 | $46,325-62.5% | $143,788-87.9% | $64,814-73.2% |
| Participation rate | 93.7% | 64.2%+29.5pp | 80.3%+13.4pp | 71.5%+22.3pp |
| Annual return | -13.93% | -10.05%-3.9pp | -0.03%-13.9pp | 32.84%-46.8pp |
| Employer contribution / active EE | $947 | $1,911-50.4% | $4,952-80.9% | $2,507-62.2% |
| Participant deferral / active EE | $4,280 | $2,647+61.7% | $5,638-24.1% | $4,310-0.7% |
| Admin fee / account holder | $117 | $154-24.0% | $14,675-99.2% | $188-37.8% |