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 | $1,276 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,627 | $60,396-11.2% | $111,392-51.9% | $56,289-4.7% |
| Participation rate | 57.6% | 72.4%-14.8pp | 78.9%-21.3pp | 69.9%-12.3pp |
| Annual return | -4.45% | 20.26%-24.7pp | -2.06%-2.4pp | -9.96%+5.5pp |
| Employer contribution / active EE | $895 | $3,459-74.1% | $4,328-79.3% | $2,111-57.6% |
| Participant deferral / active EE | $3,166 | $4,421-28.4% | $5,567-43.1% | $3,350-5.5% |
| Admin fee / account holder | $297 | $610-51.3% | $12,266-97.6% | $521-43.0% |