Filed April 11, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $640 |
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 | $40,023 | $75,183-46.8% | $123,894-67.7% | $55,167-27.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.14% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,297 | $2,823-54.1% | $4,617-71.9% | $1,963-33.9% |
| Participant deferral / active EE | $3,333 | $5,084-34.4% | $5,984-44.3% | $3,054+9.1% |
| Admin fee / account holder | $152 | $663-77.0% | $8,357-98.2% | $504-69.8% |