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 RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $9,912 |
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 | $55,785 | $37,196+50.0% | $154,111-63.8% | $55,725+0.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -2.09% | 1319.68%-1321.8pp | 735.18%-737.3pp | 244.93%-247.0pp |
| Employer contribution / active EE | $2,841 | $1,614+76.0% | $5,298-46.4% | $2,078+36.7% |
| Participant deferral / active EE | $8,409 | $2,068+306.6% | $5,081+65.5% | $3,356+150.6% |
| Admin fee / account holder | $12 | $102-88.1% | $13,411-99.9% | $115-89.5% |