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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $12 |
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 | $10,924 | $63,314-82.7% | $91,004-88.0% | $62,293-82.5% |
| Participation rate | 74.1% | 73.3%+0.8pp | 75.6%-1.5pp | 69.5%+4.6pp |
| Annual return | 18.05% | 21.00%-2.9pp | 4.60%+13.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,253 | $1,807-30.7% | $2,456-49.0% | $2,042-38.6% |
| Participant deferral / active EE | $1,975 | $2,944-32.9% | $3,548-44.3% | $3,169-37.7% |
| Admin fee / account holder | $120 | $468-74.4% | $5,417-97.8% | $479-75.0% |