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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $80,572 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,550 | $89,465-13.3% | $165,071-53.0% | $77,736-0.2% |
| Participation rate | 95.7% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.1pp |
| Annual return | 13.01% | 28.86%-15.9pp | 70.17%-57.2pp | 31.26%-18.2pp |
| Employer contribution / active EE | $1,350 | $2,565-47.4% | $4,347-68.9% | $2,728-50.5% |
| Participant deferral / active EE | $8,553 | $4,904+74.4% | $6,035+41.7% | $4,651+83.9% |
| Admin fee / account holder | $126 | $340-63.0% | $12,695-99.0% | $433-70.9% |