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 | $62 |
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 | $47,996 | $60,165-20.2% | $74,184-35.3% | $55,167-13.0% |
| Participation rate | 88.8% | 74.2%+14.7pp | 76.6%+12.2pp | 69.0%+19.8pp |
| Annual return | 5.52% | 10.00%-4.5pp | 17.74%-12.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $625 | $1,600-60.9% | $2,370-73.6% | $1,963-68.2% |
| Participant deferral / active EE | $2,023 | $2,973-32.0% | $3,550-43.0% | $3,054-33.8% |
| Admin fee / account holder | $85 | $419-79.8% | $5,586-98.5% | $504-83.2% |