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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,916 | $61,166-77.2% | $185,849-92.5% | $79,391-82.5% |
| Participation rate | 94.2% | 66.6%+27.5pp | 81.7%+12.5pp | 70.7%+23.5pp |
| Annual return | 7.24% | 19.45%-12.2pp | 122.10%-114.9pp | 116.88%-109.6pp |
| Employer contribution / active EE | $1,223 | $2,321-47.3% | $5,169-76.3% | $2,428-49.6% |
| Participant deferral / active EE | $1,006 | $2,789-63.9% | $5,569-81.9% | $4,046-75.1% |
| Admin fee / account holder | $217 | $710-69.4% | $16,244-98.7% | $627-65.4% |