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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $18,557 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,260 | $37,203+0.2% | $154,110-75.8% | $55,727-33.1% |
| Participation rate | 91.7% | 64.1%+27.6pp | 83.0%+8.7pp | 70.9%+20.8pp |
| Annual return | -5.49% | 1320.03%-1325.5pp | 735.22%-740.7pp | 244.94%-250.4pp |
| Employer contribution / active EE | $3,516 | $1,614+117.8% | $5,298-33.6% | $2,078+69.2% |
| Participant deferral / active EE | $9,627 | $2,069+365.3% | $5,081+89.5% | $3,356+186.9% |
| Admin fee / account holder | $24 | $102-76.3% | $13,412-99.8% | $115-79.1% |