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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $63,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,173 | $61,166+86.7% | $185,837-38.6% | $79,393+43.8% |
| Participation rate | 91.3% | 66.6%+24.7pp | 81.7%+9.6pp | 70.7%+20.6pp |
| Annual return | 14.41% | 19.45%-5.0pp | 122.08%-107.7pp | 116.87%-102.5pp |
| Employer contribution / active EE | $4,402 | $2,321+89.7% | $5,168-14.8% | $2,428+81.3% |
| Participant deferral / active EE | $3,398 | $2,789+21.8% | $5,568-39.0% | $4,046-16.0% |
| Admin fee / account holder | $279 | $710-60.8% | $16,241-98.3% | $627-55.5% |