Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,534 | $101,672-42.4% | $147,117-60.2% | $74,478-21.4% |
| Participation rate | 79.2% | 75.5%+3.7pp | 82.2%-2.9pp | 67.2%+12.0pp |
| Annual return | 16.01% | 8757.83%-8741.8pp | 420.54%-404.5pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $2,465 | $3,813-35.4% | $4,932-50.0% | $2,626-6.1% |
| Participant deferral / active EE | $11,071 | $7,305+51.6% | $8,065+37.3% | $4,350+154.5% |
| Admin fee / account holder | $437 | $1,753-75.1% | $12,993-96.6% | $1,946-77.5% |