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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,503 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $43,243 |
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 | $101,959 | $59,054+72.7% | $97,260+4.8% | $77,736+31.2% |
| Participation rate | 95.8% | 67.9%+28.0pp | 72.7%+23.2pp | 70.6%+25.3pp |
| Annual return | 14.00% | 16.96%-3.0pp | 75.54%-61.5pp | 31.26%-17.3pp |
| Employer contribution / active EE | $5,275 | $1,742+202.8% | $2,721+93.9% | $2,728+93.4% |
| Participant deferral / active EE | $10,112 | $3,930+157.3% | $4,262+137.3% | $4,651+117.4% |
| Admin fee / account holder | $215 | $346-37.9% | $5,640-96.2% | $433-50.4% |