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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,168 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,864 | $91,372-70.6% | $130,045-79.3% | $74,460-63.9% |
| Participation rate | 84.5% | 77.8%+6.7pp | 78.5%+6.0pp | 70.7%+13.7pp |
| Annual return | 7.88% | 23.21%-15.3pp | -137.30%+145.2pp | 34.38%-26.5pp |
| Employer contribution / active EE | $1,732 | $2,563-32.4% | $4,321-59.9% | $2,638-34.4% |
| Participant deferral / active EE | $4,470 | $4,721-5.3% | $5,820-23.2% | $4,530-1.3% |
| Admin fee / account holder | $14 | $283-94.9% | $10,600-99.9% | $348-95.8% |