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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $2,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,574 | $55,472+7.4% | $155,567-61.7% | $74,546-20.1% |
| Participation rate | 67.9% | 61.9%+5.9pp | 78.2%-10.3pp | 67.2%+0.6pp |
| Annual return | 12.14% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,437 | $2,269-36.7% | $4,674-69.3% | $2,624-45.3% |
| Participant deferral / active EE | $1,487 | $2,838-47.6% | $5,628-73.6% | $4,347-65.8% |
| Admin fee / account holder | $436 | $1,743-75.0% | $15,916-97.3% | $1,944-77.5% |