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 | $1,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,807 | $105,198-85.0% | $159,455-90.1% | $85,856-81.6% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 13.94% | 45.08%-31.1pp | 263.63%-249.7pp | 318.58%-304.6pp |
| Employer contribution / active EE | $3,850 | $3,319+16.0% | $4,830-20.3% | $2,565+50.1% |
| Participant deferral / active EE | $236 | $5,946-96.0% | $7,353-96.8% | $3,952-94.0% |
| Admin fee / account holder | $192 | $6,934-97.2% | $10,800-98.2% | $6,261-96.9% |