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 Service code 15 · EIN 01-0233346 | Recordkeeping | $150,431 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 55 | Other Commissions | $0 |
WOODBURY FINANCIAL SERVICES5 years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,630 | $80,133+28.1% | $135,792-24.4% | $71,012+44.5% |
| Participation rate | 89.5% | 46.4%+43.1pp | 72.6%+16.9pp | 58.6%+31.0pp |
| Annual return | 14.76% | 15.15%-0.4pp | 25.96%-11.2pp | 37.67%-22.9pp |
| Employer contribution / active EE | $5,051 | $1,544+227.2% | $3,496+44.5% | $2,348+115.2% |
| Participant deferral / active EE | $3,373 | $2,074+62.7% | $4,759-29.1% | $3,246+3.9% |
| Admin fee / account holder | $186 | $1,557-88.1% | $12,266-98.5% | $1,167-84.1% |