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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-5061538 | Recordkeeping | $24,582 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $15,720 |
Annual investment return 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 | $35,692 | $80,731-55.8% | $103,378-65.5% | $74,400-52.0% |
| Participation rate | 95.1% | 65.7%+29.4pp | 74.5%+20.6pp | 67.2%+27.9pp |
| Annual return | 10.77% | 27.56%-16.8pp | 24.91%-14.1pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $914 | $3,159-71.1% | $3,870-76.4% | $2,624-65.2% |
| Participant deferral / active EE | $5,278 | $3,862+36.7% | $5,058+4.4% | $4,348+21.4% |
| Admin fee / account holder | $203 | $2,369-91.4% | $8,401-97.6% | $1,944-89.5% |