Filed May 17, 2023
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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,830 |
KATHMERE CAPITAL MANAGEMENT2 years Service code 26 · EIN 81-1449683 1000 CONTINENTAL DRIVE · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $280,286-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 11.1%-11.1pp | 10.4%-10.4pp |
| Annual return | 4.97% | 9.31%-4.3pp | 3.16%+1.8pp | 9.31%-4.3pp |
| Employer contribution / active EE | $0 | $13,179-100.0% | $21,438-100.0% | $13,179-100.0% |
| Participant deferral / active EE | $0 | $193-100.0% | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |