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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,146 | $55,458-65.5% | $76,030-74.8% | $77,762-75.4% |
| Participation rate | 92.5% | 63.6%+28.9pp | 69.1%+23.4pp | 70.6%+21.9pp |
| Annual return | 11.79% | 17.10%-5.3pp | 361.54%-349.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $1,604 | $1,792-10.5% | $2,688-40.3% | $2,728-41.2% |
| Participant deferral / active EE | $3,722 | $3,454+7.7% | $4,257-12.6% | $4,651-20.0% |
| Admin fee / account holder | $112 | $411-72.8% | $6,421-98.3% | $433-74.2% |