Filed February 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,798 |
Service code 27 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $48,671 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,318 | $50,982-38.6% | $154,803-79.8% | $85,563-63.4% |
| Participation rate | 88.1% | 59.8%+28.3pp | 78.1%+10.0pp | 66.0%+22.1pp |
| Annual return | 18.65% | 30.35%-11.7pp | 58.88%-40.2pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,287 | $1,708-24.6% | $4,305-70.1% | $2,654-51.5% |
| Participant deferral / active EE | $1,997 | $2,474-19.3% | $5,540-64.0% | $4,375-54.4% |
| Admin fee / account holder | $141 | $846-83.3% | $14,329-99.0% | $834-83.0% |