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 LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $444 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,499 | $136,307-53.4% | $177,840-64.3% | $73,493-13.6% |
| Participation rate | 34.2% | 86.1%-51.9pp | 87.7%-53.5pp | 70.7%-36.5pp |
| Annual return | 16.22% | 18.68%-2.5pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,190 | $5,829-11.0% | $7,714-32.7% | $3,740+38.8% |
| Admin fee / account holder | $354 | $596-40.6% | $12,431-97.2% | $513-31.1% |