Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,704 | $58,895-78.4% | $178,503-92.9% | $73,497-82.7% |
| Participation rate | 94.0% | 66.2%+27.8pp | 81.9%+12.1pp | 70.7%+23.3pp |
| Annual return | 13.29% | 24.86%-11.6pp | 151.12%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,000 | $2,236-55.3% | $5,011-80.0% | $2,270-55.9% |
| Participant deferral / active EE | $809 | $2,567-68.5% | $5,202-84.4% | $3,740-78.4% |
| Admin fee / account holder | $184 | $400-54.1% | $13,987-98.7% | $513-64.2% |