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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,234 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,953 | $59,186-30.8% | $76,768-46.7% | $56,287-27.2% |
| Participation rate | 85.5% | 75.2%+10.2pp | 77.0%+8.5pp | 69.9%+15.6pp |
| Annual return | -7.48% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $671 | $1,759-61.8% | $2,485-73.0% | $2,111-68.2% |
| Participant deferral / active EE | $3,538 | $3,255+8.7% | $3,852-8.2% | $3,350+5.6% |
| Admin fee / account holder | $8 | $489-98.4% | $6,675-99.9% | $521-98.5% |