Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $828 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,524 | $75,183+77.6% | $123,894+7.8% | $55,167+142.0% |
| Participation rate | 86.1% | 72.8%+13.3pp | 81.4%+4.7pp | 69.0%+17.1pp |
| Annual return | 8.02% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,222 | $5,084+42.0% | $5,984+20.7% | $3,054+136.5% |
| Admin fee / account holder | $592 | $663-10.6% | $8,357-92.9% | $504+17.5% |