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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $998 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,251 | $68,413+160.5% | $123,105+44.8% | $55,191+223.0% |
| Participation rate | 98.9% | 84.5%+14.4pp | 86.8%+12.2pp | 69.2%+29.8pp |
| Annual return | -0.42% | 6.30%-6.7pp | 13.22%-13.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $27,532 | $3,050+802.6% | $5,151+434.5% | $1,899+1350.0% |
| Participant deferral / active EE | $4,721 | $4,490+5.1% | $6,229-24.2% | $3,046+55.0% |
| Admin fee / account holder | $126 | $88+43.1% | $9,014-98.6% | $91+38.4% |