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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 | $52,960-9.0% | $86,681-44.4% | $80,187-39.9% |
| Participation rate | 95.1% | 62.4%+32.7pp | 71.7%+23.4pp | 72.9%+22.2pp |
| Annual return | 18.68% | 24.84%-6.2pp | 593.32%-574.6pp | 40.40%-21.7pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,026-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $4,812 | $3,226+49.2% | $4,440+8.4% | $5,016-4.1% |
| Admin fee / account holder | $19 | $113-83.2% | $5,620-99.7% | $145-86.9% |