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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $746 |
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 | $0 | $107,378-100.0% | $108,582-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 79.6%-79.6pp | 70.2%-70.2pp |
| Annual return | 8.71% | 12.80%-4.1pp | -51.70%+60.4pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,199 | $1,782+23.4% | $3,758-41.5% | $1,974+11.4% |
| Participant deferral / active EE | $2,485 | $3,221-22.8% | $4,311-42.4% | $3,061-18.8% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |