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 TRUST COMPANY LLC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $7,528 |
Service code 14 · EIN 20-4780677 | Plan Administrator | $400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,238 | $95,438-29.5% | $135,982-50.6% | $74,473-9.7% |
| Participation rate | 88.6% | 78.2%+10.4pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 19.98% | 32.61%-12.6pp | 68.32%-48.3pp | 34.36%-14.4pp |
| Employer contribution / active EE | $1,192 | $3,878-69.3% | $4,859-75.5% | $2,638-54.8% |
| Participant deferral / active EE | $5,799 | $7,790-25.6% | $7,760-25.3% | $4,530+28.0% |
| Admin fee / account holder | $15 | $259-94.2% | $10,767-99.9% | $347-95.7% |