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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,150 | $84,493-59.6% | $125,381-72.8% | $66,938-49.0% |
| Participation rate | 53.4% | 76.4%-23.0pp | 82.4%-29.0pp | 69.8%-16.4pp |
| Annual return | -13.02% | -8.49%-4.5pp | 572.31%-585.3pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,391 | $3,554-60.9% | $4,815-71.1% | $2,545-45.4% |
| Participant deferral / active EE | $4,427 | $6,783-34.7% | $7,448-40.6% | $4,238+4.4% |
| Admin fee / account holder | $140 | $685-79.6% | $10,007-98.6% | $594-76.4% |