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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $890 |
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 | $25,537 | $38,595-33.8% | $80,004-68.1% | $52,331-51.2% |
| Participation rate | 91.6% | 64.5%+27.1pp | 73.0%+18.6pp | 68.1%+23.5pp |
| Annual return | 0.27% | 2.04%-1.8pp | 7.63%-7.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $838 | $1,133-26.1% | $2,473-66.1% | $1,882-55.5% |
| Participant deferral / active EE | $2,547 | $2,318+9.8% | $3,204-20.5% | $3,022-15.7% |
| Admin fee / account holder | $5 | $304-98.4% | $5,033-99.9% | $592-99.2% |