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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $654 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,566 | $86,897+143.5% | $151,634+39.5% | $64,829+226.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.41% | -3.57%-10.8pp | 3.32%-17.7pp | 32.85%-47.3pp |
| Employer contribution / active EE | $27,614 | $4,010+588.6% | $6,165+347.9% | $2,507+1001.4% |
| Participant deferral / active EE | $9,077 | $6,690+35.7% | $8,363+8.5% | $4,312+110.5% |
| Admin fee / account holder | $176 | $153+15.1% | $11,614-98.5% | $188-6.3% |