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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,889 | $55,636-69.6% | $81,982-79.4% | $73,497-77.0% |
| Participation rate | 36.2% | 62.3%-26.1pp | 69.3%-33.0pp | 70.7%-34.5pp |
| Annual return | 31.84% | 19.07%+12.8pp | 41.31%-9.5pp | 28.51%+3.3pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,847 | $2,762-33.1% | $3,722-50.4% | $3,740-50.6% |
| Admin fee / account holder | $92 | $493-81.3% | $5,665-98.4% | $513-82.0% |