Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,532 | $55,446-82.8% | $155,574-93.9% | $74,429-87.2% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-3.1pp | 67.2%+7.9pp |
| Annual return | 12.13% | 269.20%-257.1pp | 64.87%-52.7pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $1,592 | $2,266-29.7% | $4,676-65.9% | $2,625-39.3% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $79 | $1,743-95.5% | $15,914-99.5% | $1,944-95.9% |