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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $273,788 |
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 | $101,498 | $78,852+28.7% | $76,766+32.2% | $75,289+34.8% |
| Participation rate | 98.0% | 85.0%+13.0pp | 77.0%+21.0pp | 72.4%+25.6pp |
| Annual return | -5.11% | -1.29%-3.8pp | 2.43%-7.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,162 | $2,794-22.6% | $2,485-13.0% | $2,405-10.1% |
| Participant deferral / active EE | $5,283 | $4,800+10.1% | $3,851+37.2% | $3,739+41.3% |
| Admin fee / account holder | $124 | $79+56.8% | $6,675-98.1% | $102+21.0% |