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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-0677551 | Advisory (Participants) | $20,871 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,249 |
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 | $67,129 | $51,620+30.0% | $90,304-25.7% | $65,185+3.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 21.71% | 24.94%-3.2pp | 78.13%-56.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $4,107 | $2,235+83.8% | $2,855+43.8% | $2,177+88.7% |
| Participant deferral / active EE | $3,759 | $2,871+31.0% | $3,885-3.2% | $3,514+7.0% |
| Admin fee / account holder | $14 | $384-96.4% | $5,354-99.7% | $847-98.3% |