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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,098 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $63,591 | $76,669-17.1% | $96,520-34.1% | $71,495-11.1% |
| Participation rate | 88.5% | 66.6%+22.0pp | 74.3%+14.2pp | 67.9%+20.6pp |
| Annual return | 12.76% | 48.29%-35.5pp | 35.72%-23.0pp | 28.85%-16.1pp |
| Employer contribution / active EE | $44 | $3,031-98.5% | $3,739-98.8% | $2,589-98.3% |
| Participant deferral / active EE | $5,193 | $3,771+37.7% | $4,879+6.4% | $4,291+21.0% |
| Admin fee / account holder | $12 | $2,028-99.4% | $6,733-99.8% | $1,588-99.3% |