Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-5061538 | Recordkeeping | $27,840 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,582 |
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 | $33,211 | $64,176-48.3% | $112,249-70.4% | $66,938-50.4% |
| Participation rate | 70.6% | 68.4%+2.1pp | 75.1%-4.5pp | 69.8%+0.8pp |
| Annual return | -13.44% | -13.80%+0.4pp | 27.48%-40.9pp | 1.58%-15.0pp |
| Employer contribution / active EE | $453 | $3,007-84.9% | $3,636-87.5% | $2,545-82.2% |
| Participant deferral / active EE | $3,135 | $3,694-15.1% | $4,729-33.7% | $4,238-26.0% |
| Admin fee / account holder | $223 | $626-64.3% | $6,412-96.5% | $594-62.4% |