Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE COMPANI Service code 15 · EIN 01-0233346 | Recordkeeping | $25,493 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FSA Service code 26 · EIN 59-2937883 | Advisory (Participants) | $14,448 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,686 | $86,949-77.4% | $102,460-80.8% | $80,959-75.7% |
| Participation rate | 94.0% | 72.4%+21.7pp | 76.5%+17.5pp | 67.7%+26.4pp |
| Annual return | 13.35% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,183 | $2,370+34.3% | $3,025+5.2% | $2,757+15.5% |
| Participant deferral / active EE | $7,457 | $4,121+81.0% | $5,056+47.5% | $4,300+73.4% |
| Admin fee / account holder | $134 | $8,048-98.3% | $9,460-98.6% | $6,925-98.1% |