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 | Recordkeeping | $1,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,257 | $89,652-16.1% | $141,177-46.7% | $65,185+15.5% |
| Participation rate | 46.0% | 74.7%-28.7pp | 82.5%-36.5pp | 70.2%-24.2pp |
| Annual return | 20.84% | 32.79%-11.9pp | 71.40%-50.6pp | 29.38%-8.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,803 | $5,691-50.7% | $6,710-58.2% | $3,514-20.2% |
| Admin fee / account holder | $281 | $569-50.5% | $10,263-97.3% | $847-66.8% |