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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $206 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,429 | $102,661+67.0% | $151,639+13.1% | $66,938+156.1% |
| Participation rate | 66.3% | 85.5%-19.2pp | 87.5%-21.2pp | 69.8%-3.5pp |
| Annual return | -16.77% | -10.81%-6.0pp | 3.34%-20.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,557 | $6,645-1.3% | $8,363-21.6% | $4,238+54.7% |
| Admin fee / account holder | $332 | $630-47.4% | $11,613-97.1% | $594-44.1% |