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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-5061538 | Recordkeeping | $23,295 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $13,970 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,832 | $76,669-46.7% | $96,520-57.7% | $71,495-42.9% |
| Participation rate | 76.2% | 66.6%+9.6pp | 74.3%+1.8pp | 67.9%+8.2pp |
| Annual return | 14.70% | 48.29%-33.6pp | 35.72%-21.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $730 | $3,031-75.9% | $3,739-80.5% | $2,589-71.8% |
| Participant deferral / active EE | $4,124 | $3,771+9.4% | $4,879-15.5% | $4,291-3.9% |
| Admin fee / account holder | $198 | $2,028-90.2% | $6,733-97.1% | $1,588-87.5% |