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 U.S.A. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
PENSION PROFESSIONALS, INC.8 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,421 | $79,181+62.2% | $102,423+25.4% | $74,429+72.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.07% | 54.97%-42.9pp | 29.42%-17.4pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $3,614 | $2,362+53.0% | $3,023+19.6% | $2,625+37.7% |
| Participant deferral / active EE | $8,274 | $4,416+87.4% | $5,054+63.7% | $4,348+90.3% |
| Admin fee / account holder | $23 | $2,002-98.9% | $9,455-99.8% | $1,944-98.8% |