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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $175,464 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,405 | $122,128-50.5% | $147,117-58.9% | $200,096-69.8% |
| Participation rate | 95.1% | 78.2%+16.9pp | 82.2%+12.9pp | 72.0%+23.1pp |
| Annual return | 22.03% | 30.58%-8.6pp | 420.54%-398.5pp | 34.26%-12.2pp |
| Employer contribution / active EE | $884 | $4,093-78.4% | $4,932-82.1% | $3,038-70.9% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $17 | $180-90.3% | $12,993-99.9% | $269-93.5% |