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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,622 |
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 | $27,897 | $69,383-59.8% | $101,275-72.5% | $73,497-62.0% |
| Participation rate | 97.2% | 68.4%+28.8pp | 75.8%+21.4pp | 70.7%+26.5pp |
| Annual return | 14.09% | 18.46%-4.4pp | 46.48%-32.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,539 | $2,628-3.4% | $3,660-30.6% | $2,270+11.9% |
| Participant deferral / active EE | $1,637 | $3,301-50.4% | $4,371-62.5% | $3,740-56.2% |
| Admin fee / account holder | $163 | $704-76.9% | $5,948-97.3% | $513-68.3% |