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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $46,559 |
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 | $315,449 | $94,621+233.4% | $138,135+128.4% | $73,415+329.7% |
| Participation rate | 99.8% | 83.4%+16.3pp | 78.7%+21.1pp | 72.2%+27.6pp |
| Annual return | 12.87% | 16.57%-3.7pp | 20.51%-7.6pp | 59.30%-46.4pp |
| Employer contribution / active EE | $8,953 | $4,410+103.0% | $5,587+60.3% | $2,234+300.8% |
| Participant deferral / active EE | $12,258 | $6,199+97.7% | $6,431+90.6% | $3,806+222.1% |
| Admin fee / account holder | $77 | $140-44.8% | $11,856-99.3% | $158-50.9% |