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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $40,935 |
Service code 27 · EIN 22-3189064 | Advisory (Plan) | $15,390 |
HEIN & ASSOCIATES LLP1 year Service code 10 · EIN 84-0749233 | Accounting | $11,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,687 | $66,750+248.6% | $105,754+120.0% | $57,661+303.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 78.9%+21.1pp | 70.2%+29.8pp |
| Annual return | 5.85% | 10.99%-5.1pp | 12.25%-6.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $8,984 | $3,766+138.5% | $4,079+120.2% | $1,974+355.2% |
| Participant deferral / active EE | $12,335 | $4,933+150.1% | $5,326+131.6% | $3,061+303.0% |
| Admin fee / account holder | $112 | $88+27.9% | $8,309-98.6% | $95+18.8% |