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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-2333346 | Recordkeeping | $23,352 |
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 | $38,487 | $64,909-40.7% | $82,312-53.2% | $62,293-38.2% |
| Participation rate | 92.5% | 74.9%+17.6pp | 76.9%+15.6pp | 69.5%+22.9pp |
| Annual return | 20.50% | 21.18%-0.7pp | 25.88%-5.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,717 | $1,676+62.1% | $2,428+11.9% | $2,042+33.0% |
| Participant deferral / active EE | $4,105 | $3,103+32.3% | $3,706+10.8% | $3,169+29.5% |
| Admin fee / account holder | $166 | $440-62.2% | $5,608-97.0% | $479-65.3% |