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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $36 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,045 | $54,380-83.4% | $68,509-86.8% | $59,633-84.8% |
| Participation rate | 98.0% | 70.2%+27.8pp | 74.7%+23.3pp | 68.7%+29.3pp |
| Annual return | -1.58% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,638 | $1,539+6.5% | $2,278-28.1% | $2,203-25.6% |
| Participant deferral / active EE | $1,951 | $2,643-26.2% | $3,382-42.3% | $3,192-38.9% |
| Admin fee / account holder | $127 | $3,885-96.7% | $5,275-97.6% | $4,297-97.0% |