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 | $928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,246 | $81,474-8.9% | $133,971-44.6% | $73,493+1.0% |
| Participation rate | 62.8% | 76.4%-13.6pp | 79.8%-17.1pp | 70.7%-7.9pp |
| Annual return | 19.73% | 19.40%+0.3pp | 45.09%-25.4pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,440 | $2,209-34.8% | $3,919-63.3% | $2,270-36.6% |
| Participant deferral / active EE | $2,263 | $3,786-40.2% | $5,047-55.2% | $3,740-39.5% |
| Admin fee / account holder | $308 | $713-56.8% | $8,929-96.6% | $513-40.0% |