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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $760 |
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 | $80,104 | $44,229+81.1% | $155,789-48.6% | $55,191+45.1% |
| Participation rate | 84.9% | 60.8%+24.1pp | 76.1%+8.8pp | 69.2%+15.8pp |
| Annual return | 2.47% | 0.37%+2.1pp | 71.54%-69.1pp | 10.78%-8.3pp |
| Employer contribution / active EE | $5,218 | $1,317+296.0% | $3,839+35.9% | $1,899+174.8% |
| Participant deferral / active EE | $6,543 | $2,851+129.5% | $4,798+36.4% | $3,046+114.8% |
| Admin fee / account holder | $58 | $86-33.0% | $7,477-99.2% | $91-36.3% |