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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $894 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,329 | $57,108-20.6% | $94,229-51.9% | $52,331-13.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 0.83% | 1.47%-0.6pp | 10.68%-9.9pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,312 | $1,735+33.2% | $3,587-35.5% | $1,882+22.9% |
| Participant deferral / active EE | $2,567 | $3,040-15.5% | $4,320-40.6% | $3,022-15.1% |
| Admin fee / account holder | $137 | $546-74.9% | $6,269-97.8% | $592-76.8% |