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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,000 |
Service code 55 7333 E. DOUBLETREE RANCH ST., · SCOTTSDALE, AZ 85258 | Other Commissions | $13,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,537 | $76,050-29.6% | $96,544-44.5% | $71,457-25.1% |
| Participation rate | 74.1% | 74.4%-0.3pp | 76.0%-1.9pp | 67.9%+6.2pp |
| Annual return | 13.72% | 22.81%-9.1pp | 25.84%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,271 | $4,215-46.1% | $4,851-53.2% | $4,289-47.1% |
| Admin fee / account holder | $286 | $2,707-89.4% | $8,252-96.5% | $1,587-82.0% |