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 Service code 15 · EIN 01-0233346 | Recordkeeping | $73,282 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,197 | $110,483+6.1% | $145,433-19.4% | $79,634+47.2% |
| Participation rate | 99.2% | 71.1%+28.1pp | 82.1%+17.1pp | 62.5%+36.7pp |
| Annual return | 18.80% | 24.62%-5.8pp | 66.58%-47.8pp | 36.46%-17.7pp |
| Employer contribution / active EE | $7,887 | $4,053+94.6% | $4,554+73.2% | $2,529+211.8% |
| Participant deferral / active EE | $22,988 | $7,216+218.6% | $7,897+191.1% | $3,835+499.5% |
| Admin fee / account holder | $190 | $680-72.0% | $13,129-98.6% | $1,002-81.0% |