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 | $1,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,247 | $39,819+33.7% | $67,834-21.5% | $57,658-7.7% |
| Participation rate | 52.6% | 61.2%-8.7pp | 68.8%-16.2pp | 70.2%-17.7pp |
| Annual return | 6.68% | 9.19%-2.5pp | 138.47%-131.8pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,135 | $1,277-11.1% | $2,403-52.8% | $1,974-42.5% |
| Participant deferral / active EE | $2,082 | $2,209-5.8% | $3,160-34.1% | $3,061-32.0% |
| Admin fee / account holder | $15 | $84-82.2% | $4,622-99.7% | $95-84.2% |