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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $914 |
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 | $193,312 | $80,005+141.6% | $140,019+38.1% | $55,727+246.9% |
| Participation rate | 99.8% | 87.0%+12.8pp | 87.5%+12.3pp | 70.9%+28.9pp |
| Annual return | -5.16% | 0.46%-5.6pp | 651.19%-656.3pp | 244.94%-250.1pp |
| Employer contribution / active EE | $26,201 | $3,403+670.0% | $5,605+367.4% | $2,078+1160.7% |
| Participant deferral / active EE | $6,010 | $5,264+14.2% | $6,927-13.2% | $3,356+79.1% |
| Admin fee / account holder | $85 | $116-26.4% | $10,705-99.2% | $115-26.0% |