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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $65,354 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,667 | $52,626+13.4% | $98,508-39.4% | $93,010-35.8% |
| Participation rate | 96.5% | 65.3%+31.2pp | 73.3%+23.2pp | 73.9%+22.6pp |
| Annual return | 15.37% | 16.95%-1.6pp | 1495.22%-1479.9pp | 158.70%-143.3pp |
| Employer contribution / active EE | $2 | $1,894-99.9% | $2,961-99.9% | $2,705-99.9% |
| Participant deferral / active EE | $5,186 | $2,907+78.4% | $4,276+21.3% | $4,561+13.7% |
| Admin fee / account holder | $20 | $102-80.3% | $5,956-99.7% | $152-86.7% |