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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $28,364 |
PORTFOLIO EVALUATIONS, INC.4 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $18,456 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,539 | $72,658+283.4% | $127,803+117.9% | $67,584+312.1% |
| Participation rate | 99.6% | 80.0%+19.6pp | 79.0%+20.6pp | 71.3%+28.3pp |
| Annual return | 17.97% | 26.49%-8.5pp | 26.14%-8.2pp | 378.59%-360.6pp |
| Employer contribution / active EE | $9,450 | $3,988+137.0% | $4,576+106.5% | $2,148+340.0% |
| Participant deferral / active EE | $12,688 | $5,383+135.7% | $6,023+110.6% | $3,540+258.4% |
| Admin fee / account holder | $135 | $127+6.6% | $9,399-98.6% | $142-4.9% |