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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,216 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,594 | $61,391-12.7% | $149,723-64.2% | $71,529-25.1% |
| Participation rate | 94.5% | 62.5%+32.0pp | 78.8%+15.7pp | 67.9%+26.6pp |
| Annual return | -8.19% | 35.88%-44.1pp | 134.50%-142.7pp | 28.97%-37.2pp |
| Employer contribution / active EE | $4,819 | $2,384+102.2% | $4,8210% | $2,590+86.1% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $6 | $1,264-99.6% | $13,215-100.0% | $1,588-99.7% |