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 | $1,100 |
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.
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 | $15,989 | $82,678-80.7% | $125,391-87.2% | $68,490-76.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.10% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,229 | $3,382+25.0% | $4,816-12.2% | $2,597+62.9% |
| Participant deferral / active EE | $466 | $6,111-92.4% | $7,448-93.7% | $4,028-88.4% |
| Admin fee / account holder | $236 | $6,277-96.2% | $10,009-97.6% | $5,403-95.6% |