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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $1,263 |
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 | $45,199 | $73,863-38.8% | $143,797-68.6% | $68,490-34.0% |
| Participation rate | 67.7% | 66.7%+1.1pp | 80.3%-12.6pp | 67.9%-0.2pp |
| Annual return | -16.82% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,806 | $3,185-43.3% | $4,952-63.5% | $2,597-30.4% |
| Participant deferral / active EE | $1,563 | $3,385-53.8% | $5,638-72.3% | $4,028-61.2% |
| Admin fee / account holder | $356 | $5,756-93.8% | $14,679-97.6% | $5,403-93.4% |