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 47-1411118 4340 REDMOND HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $58,953 |
Filed as: JOHN HANCOCK LIFE INS CO NEW YORK Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,262 | $104,336-14.4% | $159,474-44.0% | $86,821+2.8% |
| Participation rate | 85.0% | 77.7%+7.3pp | 82.8%+2.2pp | 72.3%+12.7pp |
| Annual return | 32.76% | 26.32%+6.4pp | 263.68%-230.9pp | 97.94%-65.2pp |
| Employer contribution / active EE | $6,064 | $3,451+75.7% | $4,831+25.5% | $2,406+152.0% |
| Participant deferral / active EE | $11,594 | $6,837+69.6% | $7,353+57.7% | $4,132+180.6% |
| Admin fee / account holder | $293 | $172+70.1% | $10,802-97.3% | $170+72.7% |