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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $25,626 |
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 | $44,382 | $69,708-36.3% | $67,560-34.3% | $74,478-40.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.73% | -40.67%+57.4pp | 3533.50%-3516.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $3,447 | $2,715+27.0% | $2,737+26.0% | $2,626+31.3% |
| Participant deferral / active EE | $5,675 | $3,637+56.0% | $4,004+41.7% | $4,350+30.5% |
| Admin fee / account holder | $178 | $887-79.9% | $3,994-95.5% | $1,946-90.8% |