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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-0677551 | Advisory (Participants) | $24,423 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,246 |
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 | $87,299 | $66,124+32.0% | $90,461-3.5% | $73,497+18.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 21.60% | 17.65%+3.9pp | 1294.76%-1273.2pp | 28.51%-6.9pp |
| Employer contribution / active EE | $4,274 | $2,346+82.1% | $3,264+30.9% | $2,270+88.3% |
| Participant deferral / active EE | $3,877 | $3,039+27.6% | $3,964-2.2% | $3,740+3.7% |
| Admin fee / account holder | $149 | $396-62.5% | $5,617-97.4% | $513-71.0% |