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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,241 | $74,089+63.6% | $133,980-9.5% | $55,167+119.8% |
| Participation rate | 65.6% | 84.3%-18.7pp | 87.1%-21.5pp | 69.0%-3.4pp |
| Annual return | 9.18% | 12.11%-2.9pp | 29.30%-20.1pp | 169.23%-160.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,328 | $4,678+13.9% | $6,282-15.2% | $3,054+74.4% |
| Admin fee / account holder | $549 | $458+19.8% | $9,324-94.1% | $504+8.9% |