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 |
|---|---|---|
Service code 26 · EIN 13-2638166 | Advisory (Participants) | $35,965 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,328 | $79,181+86.1% | $102,423+43.8% | $74,429+97.9% |
| Participation rate | 96.7% | 74.8%+22.0pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 14.06% | 54.97%-40.9pp | 29.42%-15.4pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $6,644 | $2,362+181.3% | $3,023+119.8% | $2,625+153.1% |
| Participant deferral / active EE | $5,351 | $4,416+21.2% | $5,054+5.9% | $4,348+23.1% |
| Admin fee / account holder | $830 | $2,002-58.5% | $9,455-91.2% | $1,944-57.3% |