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 | $1,039 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,413 | $77,817-62.2% | $123,553-76.2% | $64,173-54.2% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | -9.37% | 12.49%-21.9pp | 119.21%-128.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $669 | $3,014-77.8% | $4,628-85.6% | $2,381-71.9% |
| Participant deferral / active EE | $4,838 | $5,240-7.7% | $6,426-24.7% | $3,470+39.4% |
| Admin fee / account holder | $38 | $5,519-99.3% | $9,284-99.6% | $4,887-99.2% |