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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $57,598 | $48,364+19.1% | $71,796-19.8% | $62,881-8.4% |
| Participation rate | 90.6% | 60.6%+30.0pp | 69.1%+21.5pp | 69.3%+21.3pp |
| Annual return | 7.74% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,766 | $1,042+357.5% | $1,924+147.7% | $2,281+109.0% |
| Participant deferral / active EE | $2,161 | $2,091+3.3% | $2,794-22.7% | $3,203-32.5% |
| Admin fee / account holder | $140 | $3,771-96.3% | $4,815-97.1% | $4,296-96.7% |