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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $354 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,647 | $39,286-67.8% | $80,741-84.3% | $79,391-84.1% |
| Participation rate | 84.8% | 41.0%+43.9pp | 54.2%+30.6pp | 70.7%+14.1pp |
| Annual return | 7.82% | 98.95%-91.1pp | 87.30%-79.5pp | 116.88%-109.1pp |
| Employer contribution / active EE | $1,368 | $594+130.3% | $1,160+17.9% | $2,428-43.7% |
| Participant deferral / active EE | $1,787 | $1,264+41.4% | $2,145-16.7% | $4,046-55.8% |
| Admin fee / account holder | $171 | $647-73.5% | $3,380-94.9% | $627-72.7% |