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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $935 |
Annual investment return 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 | $65,468 | $51,226+27.8% | $82,744-20.9% | $66,938-2.2% |
| Participation rate | 73.3% | 67.9%+5.4pp | 72.6%+0.7pp | 69.8%+3.5pp |
| Annual return | -26.72% | -9.61%-17.1pp | 702.22%-728.9pp | 1.58%-28.3pp |
| Employer contribution / active EE | $2,124 | $2,612-18.7% | $3,008-29.4% | $2,545-16.5% |
| Participant deferral / active EE | $5,142 | $3,460+48.6% | $4,395+17.0% | $4,238+21.3% |
| Admin fee / account holder | $283 | $416-32.0% | $5,325-94.7% | $594-52.4% |