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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $25,626 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,382 | $69,774-36.4% | $67,561-34.3% | $74,429-40.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.73% | -40.53%+57.3pp | 3525.44%-3508.7pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $3,447 | $2,710+27.2% | $2,735+26.1% | $2,625+31.3% |
| Participant deferral / active EE | $5,675 | $3,636+56.1% | $4,003+41.8% | $4,348+30.5% |
| Admin fee / account holder | $178 | $890-80.0% | $4,006-95.6% | $1,944-90.8% |