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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,344 | $58,726-14.3% | $92,239-45.4% | $62,293-19.2% |
| Participation rate | 42.9% | 68.3%-25.5pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 16.87% | 43.62%-26.7pp | 176.29%-159.4pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,938 | $2,392-19.0% | $3,680-47.3% | $2,042-5.1% |
| Participant deferral / active EE | $2,549 | $2,766-7.8% | $3,897-34.6% | $3,169-19.6% |
| Admin fee / account holder | $284 | $556-49.0% | $5,194-94.5% | $479-40.8% |