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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $442 |
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 | $57,226 | $80,177-28.6% | $123,894-53.8% | $57,658-0.8% |
| Participation rate | 87.0% | 74.4%+12.6pp | 81.4%+5.6pp | 70.2%+16.8pp |
| Annual return | 14.79% | 17.90%-3.1pp | 47.52%-32.7pp | 5.13%+9.7pp |
| Employer contribution / active EE | $3,099 | $2,913+6.4% | $4,617-32.9% | $1,974+57.0% |
| Participant deferral / active EE | $8,441 | $5,130+64.5% | $5,984+41.1% | $3,061+175.8% |
| Admin fee / account holder | $94 | $106-11.7% | $8,357-98.9% | $95-0.7% |