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 | $12,857 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,479 | $111,814-49.5% | $103,378-45.4% | $145,978-61.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -72.47% | 24.80%-97.3pp | 24.91%-97.4pp | 550.52%-623.0pp |
| Employer contribution / active EE | $1,104 | $4,215-73.8% | $3,870-71.5% | $4,662-76.3% |
| Participant deferral / active EE | $77,180 | $5,618+1273.8% | $5,058+1426.0% | $6,690+1053.7% |
| Admin fee / account holder | $338 | $9,764-96.5% | $8,401-96.0% | $13,400-97.5% |