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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,660 |
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 | $46,538 | $61,172-23.9% | $185,851-75.0% | $79,389-41.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 23.21% | 19.45%+3.8pp | 122.11%-98.9pp | 116.89%-93.7pp |
| Employer contribution / active EE | $3,496 | $2,321+50.6% | $5,168-32.4% | $2,428+44.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $22 | $710-97.0% | $16,245-99.9% | $626-96.6% |