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 | Recordkeeping | $8,730 |
Filed as: JOHN HANCOCK LIFE INS. Service code 15 · EIN 01-0233346 | Recordkeeping | $68 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,474 | $51,244-13.2% | $80,977-45.1% | $55,167-19.4% |
| Participation rate | 72.4% | 71.7%+0.7pp | 75.8%-3.4pp | 69.0%+3.4pp |
| Annual return | 10.07% | 17.39%-7.3pp | 17.11%-7.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,666 | $4,418+28.3% | $5,696-0.5% | $3,054+85.5% |
| Admin fee / account holder | $150 | $398-62.3% | $5,517-97.3% | $504-70.2% |