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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 | $102,385-6.7% | $147,080-35.0% | $80,935+18.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.15% | 135.09%-114.9pp | 420.17%-400.0pp | 35.66%-15.5pp |
| Employer contribution / active EE | $6,942 | $3,717+86.8% | $4,933+40.7% | $2,757+151.8% |
| Participant deferral / active EE | $23,374 | $6,651+251.4% | $8,066+189.8% | $4,299+443.7% |
| Admin fee / account holder | $8 | $7,951-99.9% | $12,989-99.9% | $6,924-99.9% |