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 | $7,674 |
Filed as: JOHN HANCOCK LIFE INS. Service code 15 · EIN 01-0233346 | Recordkeeping | $114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,033 | $61,214-18.3% | $83,322-40.0% | $56,287-11.1% |
| Participation rate | 65.6% | 72.6%-7.0pp | 77.8%-12.1pp | 69.9%-4.2pp |
| Annual return | -6.57% | 0.42%-7.0pp | 10.64%-17.2pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,933 | $5,091+16.5% | $5,565+6.6% | $3,350+77.1% |
| Admin fee / account holder | $10 | $512-98.1% | $7,540-99.9% | $521-98.2% |