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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $21,861 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,555 | $56,540+298.9% | $185,851+21.4% | $86,821+159.8% |
| Participation rate | 93.9% | 65.5%+28.4pp | 81.7%+12.2pp | 72.3%+21.6pp |
| Annual return | 12.63% | 118.20%-105.6pp | 122.11%-109.5pp | 97.94%-85.3pp |
| Employer contribution / active EE | $8,134 | $1,844+341.0% | $5,168+57.4% | $2,406+238.1% |
| Participant deferral / active EE | $4,847 | $2,555+89.7% | $5,569-13.0% | $4,132+17.3% |
| Admin fee / account holder | $38 | $150-74.3% | $16,245-99.8% | $170-77.3% |