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 | Recordkeeping | $730 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,964 | $46,966+123.5% | $185,117-43.3% | $69,631+50.7% |
| Participation rate | 90.6% | 65.3%+25.3pp | 77.3%+13.3pp | 70.7%+19.9pp |
| Annual return | 16.88% | 22.36%-5.5pp | 40.50%-23.6pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $5,551 | $1,360+308.0% | $4,182+32.7% | $2,032+173.1% |
| Participant deferral / active EE | $6,637 | $3,017+120.0% | $5,045+31.6% | $3,224+105.9% |
| Admin fee / account holder | $323 | $94+243.9% | $8,159-96.0% | $110+192.2% |