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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 26 · EIN 01-0233346 | Advisory (Participants) | $796 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,554 | $102,393-6.7% | $147,041-35.0% | $80,911+18.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.15% | 134.95%-114.8pp | 419.21%-399.1pp | 35.63%-15.5pp |
| Employer contribution / active EE | $6,942 | $3,715+86.8% | $4,935+40.7% | $2,756+151.9% |
| Participant deferral / active EE | $23,374 | $6,647+251.7% | $8,071+189.6% | $4,297+443.9% |
| Admin fee / account holder | $8 | $7,943-99.9% | $13,006-99.9% | $6,935-99.9% |