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 LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,900 | $46,360+117.6% | $147,617-31.6% | $52,331+92.8% |
| Participation rate | 99.0% | 64.9%+34.1pp | 84.6%+14.4pp | 68.1%+30.9pp |
| Annual return | -2.19% | 1.62%-3.8pp | 61.98%-64.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,816 | $2,126-14.6% | $5,564-67.4% | $1,882-3.5% |
| Participant deferral / active EE | $1,656 | $2,258-26.6% | $4,895-66.2% | $3,022-45.2% |
| Admin fee / account holder | $607 | $766-20.7% | $11,612-94.8% | $592+2.7% |