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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,464 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,633 | $47,977-25.7% | $154,108-76.9% | $56,289-36.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 10.97% | 3.54%+7.4pp | 735.21%-724.2pp | -9.96%+20.9pp |
| Employer contribution / active EE | $3,376 | $2,169+55.7% | $5,298-36.3% | $2,111+59.9% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $25 | $438-94.3% | $13,411-99.8% | $521-95.2% |