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 | $62,326 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 50 · EIN 34-1542819 | Direct Payment | $45,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,955 | $29,525+31.9% | $56,033-30.5% | $77,736-49.9% |
| Participation rate | 89.1% | 32.7%+56.5pp | 52.5%+36.6pp | 70.6%+18.5pp |
| Annual return | 10.91% | 18.90%-8.0pp | 1711.38%-1700.5pp | 31.26%-20.3pp |
| Employer contribution / active EE | $112 | $569-80.3% | $1,041-89.2% | $2,728-95.9% |
| Participant deferral / active EE | $1,782 | $1,062+67.8% | $1,954-8.8% | $4,651-61.7% |
| Admin fee / account holder | $140 | $1,040-86.5% | $2,827-95.1% | $433-67.7% |