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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $777 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,962 | $80,753+0.3% | $136,297-40.6% | $62,293+30.0% |
| Participation rate | 78.5% | 73.5%+5.0pp | 81.9%-3.4pp | 69.5%+9.0pp |
| Annual return | 14.06% | 35.83%-21.8pp | 5156.19%-5142.1pp | 28.90%-14.8pp |
| Employer contribution / active EE | $246 | $2,884-91.5% | $4,696-94.8% | $2,042-88.0% |
| Participant deferral / active EE | $5,017 | $5,164-2.8% | $6,247-19.7% | $3,169+58.3% |
| Admin fee / account holder | $373 | $525-28.9% | $9,244-96.0% | $479-22.1% |