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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $67,295 |
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 | $45,036 | $44,794+0.5% | $90,336-50.1% | $77,775-42.1% |
| Participation rate | 95.7% | 66.6%+29.2pp | 73.3%+22.5pp | 73.2%+22.5pp |
| Annual return | 21.71% | 28.23%-6.5pp | 78.15%-56.4pp | 32.58%-10.9pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,856-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,129 | $2,642+56.3% | $3,886+6.3% | $3,966+4.1% |
| Admin fee / account holder | $22 | $94-76.9% | $5,357-99.6% | $100-78.2% |