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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $80,820 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,185 | $72,482+294.8% | $129,118+121.6% | $64,829+341.4% |
| Participation rate | 99.6% | 79.2%+20.3pp | 77.2%+22.3pp | 71.5%+28.1pp |
| Annual return | -12.74% | -9.08%-3.7pp | -10.94%-1.8pp | 32.85%-45.6pp |
| Employer contribution / active EE | $10,360 | $4,247+143.9% | $5,051+105.1% | $2,507+313.2% |
| Participant deferral / active EE | $14,145 | $5,679+149.1% | $6,539+116.3% | $4,312+228.1% |
| Admin fee / account holder | $130 | $144-9.8% | $14,305-99.1% | $188-30.7% |