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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $17,747 |
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 | $42,467 | $82,163-48.3% | $125,381-66.1% | $64,819-34.5% |
| Participation rate | 97.7% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -2.76% | 3.49%-6.2pp | 572.31%-575.1pp | 32.84%-35.6pp |
| Employer contribution / active EE | $5,099 | $3,616+41.0% | $4,815+5.9% | $2,507+103.4% |
| Participant deferral / active EE | $11,988 | $7,175+67.1% | $7,448+61.0% | $4,311+178.1% |
| Admin fee / account holder | $39 | $163-76.1% | $10,007-99.6% | $188-79.3% |