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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $676 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,759 | $111,491+137.5% | $189,534+39.7% | $86,828+204.9% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.8%+12.0pp | 72.3%+27.5pp |
| Annual return | 13.30% | 83.50%-70.2pp | 555.39%-542.1pp | 97.95%-84.6pp |
| Employer contribution / active EE | $26,105 | $3,951+560.7% | $6,162+323.6% | $2,406+984.9% |
| Participant deferral / active EE | $8,727 | $6,437+35.6% | $8,220+6.2% | $4,132+111.2% |
| Admin fee / account holder | $202 | $189+7.3% | $12,049-98.3% | $170+19.4% |