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 | $8,087 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,541 | $89,274-77.0% | $149,721-86.3% | $77,958-73.7% |
| Participation rate | 87.0% | 87.6%-0.6pp | 87.1%0pp | 71.6%+15.4pp |
| Annual return | 19.85% | 20.36%-0.5pp | 1501.67%-1481.8pp | 20.87%-1.0pp |
| Employer contribution / active EE | $477 | $3,727-87.2% | $5,444-91.2% | $2,310-79.4% |
| Participant deferral / active EE | $3,439 | $5,382-36.1% | $6,568-47.6% | $3,537-2.8% |
| Admin fee / account holder | $54 | $240-77.6% | $11,282-99.5% | $97-44.9% |