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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,971 |
TRUTINA FINANCIAL5 years Service code 26 · EIN 47-0995939 | Advisory (Participants) | $12,860 |
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 | $87,616 | $80,763+8.5% | $102,412-14.4% | $74,459+17.7% |
| Participation rate | 93.3% | 65.7%+27.6pp | 74.5%+18.8pp | 67.2%+26.0pp |
| Annual return | 20.81% | 27.57%-6.8pp | 24.94%-4.1pp | 1369.70%-1348.9pp |
| Employer contribution / active EE | $2,715 | $3,160-14.1% | $3,870-29.8% | $2,626+3.4% |
| Participant deferral / active EE | $9,327 | $3,862+141.5% | $5,060+84.3% | $4,350+114.4% |
| Admin fee / account holder | $287 | $2,371-87.9% | $8,388-96.6% | $1,945-85.2% |