Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $51,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,867 | $122,219-64.1% | $147,096-70.2% | $199,921-78.1% |
| Participation rate | 56.2% | 78.3%-22.0pp | 82.2%-25.9pp | 72.0%-15.8pp |
| Annual return | 98.83% | 30.59%+68.2pp | 419.75%-320.9pp | 34.28%+64.5pp |
| Employer contribution / active EE | $1,457 | $4,096-64.4% | $4,936-70.5% | $3,035-52.0% |
| Participant deferral / active EE | $2,964 | $8,503-65.1% | $8,071-63.3% | $5,089-41.8% |
| Admin fee / account holder | $68 | $179-62.3% | $13,005-99.5% | $269-74.9% |