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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.3 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $32,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $24,242 |
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 | $234,425 | $64,457+263.7% | $111,392+110.5% | $55,727+320.7% |
| Participation rate | 99.6% | 79.7%+19.9pp | 78.9%+20.7pp | 70.9%+28.7pp |
| Annual return | -2.13% | -19.97%+17.8pp | -2.06%-0.1pp | 244.94%-247.1pp |
| Employer contribution / active EE | $9,102 | $3,956+130.1% | $4,328+110.3% | $2,078+338.0% |
| Participant deferral / active EE | $12,186 | $5,219+133.5% | $5,567+118.9% | $3,356+263.1% |
| Admin fee / account holder | $153 | $112+36.3% | $12,266-98.8% | $115+32.5% |