Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,925 |
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 | $100,514 | $63,924+57.2% | $108,582-7.4% | $55,167+82.2% |
| Participation rate | 95.6% | 74.3%+21.2pp | 79.6%+16.0pp | 69.0%+26.6pp |
| Annual return | 6.86% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,609 | $1,879-14.4% | $3,758-57.2% | $1,963-18.0% |
| Participant deferral / active EE | $5,528 | $3,067+80.3% | $4,311+28.2% | $3,054+81.0% |
| Admin fee / account holder | $53 | $618-91.4% | $7,645-99.3% | $504-89.4% |