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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $766 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,327 | $100,272+158.6% | $170,055+52.5% | $74,478+248.2% |
| Participation rate | 84.5% | 87.4%-2.8pp | 87.0%-2.5pp | 70.7%+13.8pp |
| Annual return | 17.25% | 66.12%-48.9pp | 53.43%-36.2pp | 34.37%-17.1pp |
| Employer contribution / active EE | $28,720 | $4,266+573.3% | $6,790+323.0% | $2,637+989.2% |
| Participant deferral / active EE | $10,240 | $7,147+43.3% | $10,410-1.6% | $4,530+126.0% |
| Admin fee / account holder | $185 | $235-21.2% | $12,828-98.6% | $347-46.7% |