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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $73,282 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,197 | $105,248+11.4% | $147,318-20.4% | $71,012+65.0% |
| Participation rate | 99.2% | 66.1%+33.1pp | 82.1%+17.2pp | 58.6%+40.7pp |
| Annual return | 18.80% | 26.02%-7.2pp | 70.43%-51.6pp | 37.67%-18.9pp |
| Employer contribution / active EE | $7,887 | $3,785+108.4% | $4,593+71.7% | $2,348+235.9% |
| Participant deferral / active EE | $22,988 | $6,452+256.3% | $7,906+190.8% | $3,246+608.2% |
| Admin fee / account holder | $190 | $862-77.9% | $13,708-98.6% | $1,167-83.7% |