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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $616 |
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 | $70,325 | $155,795-54.9% | $136,297-48.4% | $69,631+1.0% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 70.7%+17.2pp |
| Annual return | 25.99% | 232464.33%-232438.3pp | 5156.19%-5130.2pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $3,448 | $2,991+15.3% | $4,696-26.6% | $2,032+69.7% |
| Participant deferral / active EE | $9,398 | $5,394+74.2% | $6,247+50.4% | $3,224+191.5% |
| Admin fee / account holder | $100 | $128-21.7% | $9,244-98.9% | $110-9.0% |