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 | $69,745-36.4% | $67,511-34.3% | $74,546-40.5% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.73% | -40.37%+57.1pp | 3517.41%-3500.7pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $3,447 | $2,705+27.4% | $2,733+26.2% | $2,624+31.4% |
| Participant deferral / active EE | $5,675 | $3,636+56.1% | $4,000+41.9% | $4,347+30.5% |
| Admin fee / account holder | $178 | $894-80.1% | $3,999-95.5% | $1,944-90.8% |