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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,018 |
Participant contribution per participant 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 | $51,718 | $55,437-6.7% | $155,534-66.7% | $74,459-30.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.45% | 269.58%-255.1pp | 64.92%-50.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $6,018 | $2,266+165.6% | $4,675+28.7% | $2,626+129.2% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $21 | $1,742-98.8% | $15,900-99.9% | $1,945-98.9% |