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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,260 | $60,788-65.0% | $85,705-75.2% | $79,389-73.2% |
| Participation rate | 44.0% | 62.1%-18.1pp | 69.9%-25.8pp | 70.7%-26.7pp |
| Annual return | 14.49% | 16.57%-2.1pp | 21.49%-7.0pp | 116.89%-102.4pp |
| Employer contribution / active EE | $0 | $1,664-100.0% | $2,619-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,606 | $2,920-10.8% | $3,924-33.6% | $4,046-35.6% |
| Admin fee / account holder | $125 | $439-71.4% | $6,877-98.2% | $626-80.0% |