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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,397 | $41,467-87.0% | $67,313-92.0% | $55,725-90.3% |
| Participation rate | 38.9% | 62.5%-23.6pp | 69.1%-30.2pp | 70.9%-32.0pp |
| Annual return | -23.90% | 0.82%-24.7pp | -4.08%-19.8pp | 244.93%-268.8pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,115 | $2,399-11.9% | $3,568-40.7% | $3,356-37.0% |
| Admin fee / account holder | $46 | $102-55.0% | $4,507-99.0% | $115-60.1% |