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 SRVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $34,075 |
Filed as: STEVEN CASE (FSC) Service code 28 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | Investment Management | $16,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,373 | $48,064+36.0% | $78,778-17.0% | $69,631-6.1% |
| Participation rate | 32.7% | 61.6%-28.9pp | 69.2%-36.5pp | 70.7%-38.0pp |
| Annual return | 14.78% | 21.81%-7.0pp | 35.62%-20.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $387 | $744-48.0% | $1,986-80.5% | $2,032-81.0% |
| Participant deferral / active EE | $994 | $2,079-52.2% | $2,958-66.4% | $3,224-69.2% |
| Admin fee / account holder | $315 | $152+107.6% | $5,134-93.9% | $110+185.7% |