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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $1,506 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,824 | $58,888+69.5% | $178,499-44.1% | $73,493+35.8% |
| Participation rate | 83.6% | 66.2%+17.3pp | 81.9%+1.6pp | 70.7%+12.9pp |
| Annual return | 10.80% | 24.86%-14.1pp | 151.10%-140.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,647 | $2,236-26.3% | $5,011-67.1% | $2,270-27.4% |
| Participant deferral / active EE | $4,124 | $2,568+60.6% | $5,202-20.7% | $3,740+10.3% |
| Admin fee / account holder | $344 | $400-14.0% | $13,986-97.5% | $513-32.9% |