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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $730 |
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 | $87,732 | $42,582+106.0% | $171,082-48.7% | $57,658+52.2% |
| Participation rate | 82.8% | 63.9%+18.9pp | 76.7%+6.2pp | 70.2%+12.6pp |
| Annual return | 8.42% | 308.67%-300.3pp | 32.56%-24.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $5,220 | $1,306+299.7% | $4,002+30.4% | $1,974+164.5% |
| Participant deferral / active EE | $6,464 | $2,933+120.4% | $4,797+34.7% | $3,061+111.2% |
| Admin fee / account holder | $75 | $82-8.6% | $8,520-99.1% | $95-20.4% |