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 KESTRA PRIVATE WEALHANCOCK USA Service code 15 · EIN 47-1566880 | Recordkeeping | $32,566 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,721 | $101,499-57.9% | $147,005-70.9% | $74,546-42.7% |
| Participation rate | 59.5% | 75.5%-16.1pp | 82.2%-22.7pp | 67.2%-7.8pp |
| Annual return | 14.97% | 8732.34%-8717.4pp | 418.76%-403.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,986 | $3,811-47.9% | $4,934-59.7% | $2,624-24.3% |
| Participant deferral / active EE | $4,031 | $7,304-44.8% | $8,070-50.1% | $4,347-7.3% |
| Admin fee / account holder | $569 | $1,748-67.5% | $13,006-95.6% | $1,944-70.7% |