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 SERV. Service code 15 · EIN 01-0233346 | Recordkeeping | $631,439 |
Service code 27 · EIN 39-1897480 | Advisory (Plan) | $99,149 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $22,650 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $18,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,400 | $53,254-46.7% | $155,574-81.7% | $199,921-85.8% |
| Participation rate | 92.9% | 64.1%+28.7pp | 78.2%+14.7pp | 72.0%+20.9pp |
| Annual return | 14.10% | 41.18%-27.1pp | 64.87%-50.8pp | 34.28%-20.2pp |
| Employer contribution / active EE | $83 | $1,848-95.5% | $4,676-98.2% | $3,035-97.3% |
| Participant deferral / active EE | $3,110 | $3,165-1.7% | $5,629-44.8% | $5,089-38.9% |
| Admin fee / account holder | $100 | $186-45.9% | $15,914-99.4% | $269-62.7% |