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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $26,964 |
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 | $49,569 | $62,941-21.2% | $172,757-71.3% | $67,584-26.7% |
| Participation rate | 97.0% | 64.5%+32.5pp | 82.6%+14.3pp | 71.3%+25.7pp |
| Annual return | 33.21% | 30.36%+2.9pp | 803.06%-769.8pp | 378.59%-345.4pp |
| Employer contribution / active EE | $4,052 | $1,636+147.6% | $5,144-21.2% | $2,148+88.7% |
| Participant deferral / active EE | $11,339 | $2,145+428.5% | $5,198+118.2% | $3,540+220.4% |
| Admin fee / account holder | $28 | $167-83.4% | $13,956-99.8% | $142-80.5% |