Filed April 5, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $4,712 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,544 | $55,446-62.9% | $155,574-86.8% | $74,429-72.4% |
| Participation rate | 46.9% | 61.9%-15.0pp | 78.2%-31.3pp | 67.2%-20.3pp |
| Annual return | 15.90% | 269.20%-253.3pp | 64.87%-49.0pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $437 | $2,266-80.7% | $4,676-90.6% | $2,625-83.3% |
| Participant deferral / active EE | $2,001 | $2,836-29.4% | $5,629-64.5% | $4,348-54.0% |
| Admin fee / account holder | $156 | $1,743-91.0% | $15,914-99.0% | $1,944-92.0% |