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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,376 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,007 | $64,909-33.7% | $82,312-47.8% | $62,293-31.0% |
| Participation rate | 85.4% | 74.9%+10.5pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 15.16% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $583 | $1,676-65.2% | $2,428-76.0% | $2,042-71.5% |
| Participant deferral / active EE | $3,070 | $3,103-1.1% | $3,706-17.2% | $3,169-3.1% |
| Admin fee / account holder | $21 | $440-95.3% | $5,608-99.6% | $479-95.7% |