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 LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $148 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY, INC Service code 26 500 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $22,027 | $64,176-65.7% | $112,249-80.4% | $66,938-67.1% |
| Participation rate | 6.6% | 68.4%-61.8pp | 75.1%-68.5pp | 69.8%-63.2pp |
| Annual return | -15.52% | -13.80%-1.7pp | 27.48%-43.0pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $405 | $3,694-89.0% | $4,729-91.4% | $4,238-90.4% |
| Admin fee / account holder | $366 | $626-41.6% | $6,412-94.3% | $594-38.4% |