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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,229 | $68,681+34.3% | $86,615+6.5% | $85,847+7.4% |
| Participation rate | 56.0% | 66.4%-10.4pp | 71.6%-15.6pp | 69.3%-13.3pp |
| Annual return | 20.66% | 20.12%+0.5pp | 63.51%-42.9pp | 318.61%-298.0pp |
| Employer contribution / active EE | $801 | $1,880-57.4% | $2,496-67.9% | $2,565-68.8% |
| Participant deferral / active EE | $3,980 | $2,919+36.4% | $3,699+7.6% | $3,952+0.7% |
| Admin fee / account holder | $761 | $5,974-87.3% | $5,830-86.9% | $6,261-87.8% |