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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,035 | $55,449-31.4% | $83,830-54.6% | $56,287-32.4% |
| Participation rate | 65.3% | 68.0%-2.7pp | 76.1%-10.9pp | 69.9%-4.6pp |
| Annual return | -2.34% | -1.38%-1.0pp | 850.97%-853.3pp | -9.96%+7.6pp |
| Employer contribution / active EE | $2,356 | $2,430-3.1% | $3,631-35.1% | $2,111+11.6% |
| Participant deferral / active EE | $3,932 | $2,935+34.0% | $4,082-3.7% | $3,350+17.4% |
| Admin fee / account holder | $593 | $656-9.6% | $5,479-89.2% | $521+13.8% |