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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $968 |
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 | $213,448 | $81,537+161.8% | $149,721+42.6% | $69,634+206.5% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.1%+9.4pp | 70.7%+25.8pp |
| Annual return | 17.24% | 22.79%-5.5pp | 1501.67%-1484.4pp | 27572.26%-27555.0pp |
| Employer contribution / active EE | $22,685 | $3,239+600.4% | $5,444+316.7% | $2,032+1016.3% |
| Participant deferral / active EE | $5,853 | $4,994+17.2% | $6,568-10.9% | $3,224+81.6% |
| Admin fee / account holder | $103 | $107-4.1% | $11,282-99.1% | $110-7.2% |