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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,176 |
Service code 10 · EIN 59-3560915 | Accounting | $3,654 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 26 200 LIBERTY FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,567 | $80,781+24.5% | $102,437-1.8% | $74,478+35.0% |
| Participation rate | 84.0% | 65.7%+18.4pp | 74.5%+9.5pp | 67.2%+16.8pp |
| Annual return | 11.03% | 27.58%-16.5pp | 24.95%-13.9pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,431 | $3,160-54.7% | $3,871-63.0% | $2,626-45.5% |
| Participant deferral / active EE | $4,849 | $3,862+25.6% | $5,060-4.2% | $4,350+11.5% |
| Admin fee / account holder | $296 | $2,372-87.5% | $8,388-96.5% | $1,946-84.8% |