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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $766 |
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 | $244,520 | $111,608+119.1% | $177,839+37.5% | $73,415+233.1% |
| Participation rate | 99.8% | 87.9%+11.9pp | 87.7%+12.1pp | 72.2%+27.6pp |
| Annual return | 13.11% | 18.23%-5.1pp | 48.33%-35.2pp | 59.30%-46.2pp |
| Employer contribution / active EE | $25,762 | $3,796+578.7% | $5,919+335.2% | $2,234+1053.3% |
| Participant deferral / active EE | $7,617 | $6,199+22.9% | $7,714-1.3% | $3,806+100.1% |
| Admin fee / account holder | $179 | $166+7.8% | $12,432-98.6% | $158+13.1% |