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 | $28,830 |
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 | $53,276 | $56,095-5.0% | $178,510-70.2% | $90,274-41.0% |
| Participation rate | 92.8% | 65.6%+27.3pp | 81.9%+10.9pp | 73.4%+19.5pp |
| Annual return | 32.67% | 28.81%+3.9pp | 151.13%-118.5pp | 53.97%-21.3pp |
| Employer contribution / active EE | $3,086 | $1,572+96.3% | $5,011-38.4% | $2,523+22.3% |
| Participant deferral / active EE | $8,719 | $2,669+226.7% | $5,202+67.6% | $4,231+106.1% |
| Admin fee / account holder | $21 | $101-79.5% | $13,988-99.9% | $114-81.9% |