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) | $66,998 |
Filed as: JOHN HANCOCK LIFE INS CO NEW YORK Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,781 | $82,188+8.0% | $125,391-29.2% | $64,824+37.0% |
| Participation rate | 88.5% | 77.9%+10.6pp | 82.4%+6.1pp | 71.5%+17.0pp |
| Annual return | -11.44% | 3.50%-14.9pp | 572.41%-583.9pp | 32.84%-44.3pp |
| Employer contribution / active EE | $7,664 | $3,617+111.9% | $4,816+59.1% | $2,507+205.7% |
| Participant deferral / active EE | $14,645 | $7,177+104.1% | $7,448+96.6% | $4,311+239.7% |
| Admin fee / account holder | $318 | $163+94.6% | $10,009-96.8% | $188+69.1% |