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 Service code 15 · EIN 01-0233346 | Recordkeeping | $167,001 |
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 | $63,812 | $42,367+50.6% | $79,583-19.8% | $64,824-1.6% |
| Participation rate | 98.5% | 64.7%+33.8pp | 69.5%+29.0pp | 71.5%+27.0pp |
| Annual return | -15.44% | -12.24%-3.2pp | 0.16%-15.6pp | 32.84%-48.3pp |
| Employer contribution / active EE | $2,849 | $1,181+141.4% | $2,414+18.1% | $2,507+13.7% |
| Participant deferral / active EE | $6,948 | $3,168+119.3% | $3,986+74.3% | $4,311+61.2% |
| Admin fee / account holder | $141 | $160-11.7% | $6,835-97.9% | $188-25.0% |