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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,572 | $44,425+135.4% | $67,834+54.2% | $55,167+89.6% |
| Participation rate | 76.7% | 59.7%+17.0pp | 68.8%+7.9pp | 69.0%+7.8pp |
| Annual return | 8.29% | 17.80%-9.5pp | 138.47%-130.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,485 | $1,351+83.9% | $2,403+3.4% | $1,963+26.6% |
| Participant deferral / active EE | $6,103 | $2,166+181.8% | $3,160+93.1% | $3,054+99.8% |
| Admin fee / account holder | $52 | $530-90.2% | $4,622-98.9% | $504-89.6% |