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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-0677551 | Advisory (Participants) | $18,323 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $880 |
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 | $58,414 | $44,873+30.2% | $79,467-26.5% | $56,289+3.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.08% | 0.81%-6.9pp | 718.30%-724.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $4,162 | $2,140+94.5% | $2,800+48.6% | $2,111+97.1% |
| Participant deferral / active EE | $4,004 | $2,746+45.8% | $3,704+8.1% | $3,350+19.5% |
| Admin fee / account holder | $7 | $418-98.4% | $5,104-99.9% | $521-98.7% |