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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $25,376 |
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 | $174,264 | $62,928+176.9% | $172,753+0.9% | $67,582+157.9% |
| Participation rate | 90.3% | 64.5%+25.9pp | 82.6%+7.7pp | 71.3%+19.1pp |
| Annual return | 18.96% | 30.36%-11.4pp | 803.00%-784.0pp | 378.57%-359.6pp |
| Employer contribution / active EE | $7,590 | $1,636+363.9% | $5,144+47.5% | $2,148+253.4% |
| Participant deferral / active EE | $4,428 | $2,145+106.5% | $5,198-14.8% | $3,539+25.1% |
| Admin fee / account holder | $43 | $167-74.1% | $13,956-99.7% | $142-69.7% |