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 | $184,536 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $28,319 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $10,550 |
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 | $125,366 | $61,473+103.9% | $81,726+53.4% | $73,412+70.8% |
| Participation rate | 98.1% | 72.4%+25.7pp | 72.0%+26.1pp | 72.2%+25.9pp |
| Annual return | 14.58% | 28.26%-13.7pp | 29.49%-14.9pp | 59.30%-44.7pp |
| Employer contribution / active EE | $3,348 | $1,898+76.4% | $4,311-22.3% | $2,234+49.9% |
| Participant deferral / active EE | $4,518 | $3,080+46.7% | $7,108-36.4% | $3,806+18.7% |
| Admin fee / account holder | $268 | $125+113.7% | $5,160-94.8% | $158+69.9% |