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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 | $69,771-36.4% | $67,524-34.3% | $74,400-40.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.73% | -40.49%+57.2pp | 3519.41%-3502.7pp | 1367.51%-1350.8pp |
| Employer contribution / active EE | $3,447 | $2,710+27.2% | $2,734+26.1% | $2,624+31.4% |
| Participant deferral / active EE | $5,675 | $3,638+56.0% | $4,001+41.8% | $4,348+30.5% |
| Admin fee / account holder | $178 | $889-80.0% | $4,001-95.5% | $1,944-90.8% |