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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,051 |
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 | $42,473 | $49,451-14.1% | $79,576-46.6% | $66,930-36.5% |
| Participation rate | 85.4% | 61.3%+24.1pp | 69.5%+15.9pp | 69.8%+15.6pp |
| Annual return | -17.96% | 84.25%-102.2pp | 0.15%-18.1pp | 1.57%-19.5pp |
| Employer contribution / active EE | $2,890 | $1,266+128.3% | $2,413+19.7% | $2,545+13.5% |
| Participant deferral / active EE | $3,088 | $3,159-2.2% | $3,985-22.5% | $4,238-27.1% |
| Admin fee / account holder | $257 | $595-56.8% | $6,834-96.2% | $593-56.7% |