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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $81,597 |
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 | $48,192 | $52,804-8.7% | $86,617-44.4% | $80,149-39.9% |
| Participation rate | 95.1% | 62.6%+32.5pp | 71.7%+23.4pp | 72.9%+22.2pp |
| Annual return | 18.68% | 24.84%-6.2pp | 591.91%-573.2pp | 40.39%-21.7pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,023-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $4,812 | $3,226+49.1% | $4,437+8.4% | $5,015-4.1% |
| Admin fee / account holder | $19 | $113-83.1% | $5,613-99.7% | $145-86.9% |