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 | $400 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,201 | $84,499-71.4% | $125,391-80.7% | $66,949-63.9% |
| Participation rate | 80.3% | 76.4%+3.9pp | 82.4%-2.1pp | 69.8%+10.5pp |
| Annual return | -10.09% | -8.49%-1.6pp | 572.41%-582.5pp | 1.57%-11.7pp |
| Employer contribution / active EE | $3,997 | $3,554+12.5% | $4,816-17.0% | $2,545+57.0% |
| Participant deferral / active EE | $8,512 | $6,785+25.5% | $7,448+14.3% | $4,239+100.8% |
| Admin fee / account holder | $193 | $685-71.9% | $10,009-98.1% | $594-67.5% |