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 | Recordkeeping | $138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,365 | $70,002-63.8% | $115,037-78.0% | $52,331-51.5% |
| Participation rate | 50.9% | 72.1%-21.2pp | 81.4%-30.5pp | 68.1%-17.2pp |
| Annual return | -2.23% | 4.04%-6.3pp | 26.14%-28.4pp | 4.54%-6.8pp |
| Employer contribution / active EE | $993 | $2,715-63.4% | $4,608-78.4% | $1,882-47.2% |
| Participant deferral / active EE | $2,551 | $4,920-48.1% | $6,026-57.7% | $3,022-15.6% |
| Admin fee / account holder | $13 | $566-97.7% | $8,175-99.8% | $592-97.8% |