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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $101,121 |
BKD, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $13,100 |
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 | $130,088 | $65,118+99.8% | $76,767+69.5% | $55,725+133.4% |
| Participation rate | 96.4% | 79.6%+16.8pp | 77.0%+19.5pp | 70.9%+25.6pp |
| Annual return | -4.02% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,519 | $1,941+81.3% | $2,485+41.6% | $2,078+69.3% |
| Participant deferral / active EE | $11,161 | $3,688+202.6% | $3,852+189.8% | $3,356+232.6% |
| Admin fee / account holder | $165 | $116+42.3% | $6,675-97.5% | $115+43.1% |