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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,990 | $46,732-76.5% | $156,552-93.0% | $55,167-80.1% |
| Participation rate | 49.6% | 65.8%-16.2pp | 84.0%-34.4pp | 69.0%-19.4pp |
| Annual return | 19.89% | 17.72%+2.2pp | 32.23%-12.3pp | 169.23%-149.3pp |
| Employer contribution / active EE | $1,052 | $2,105-50.0% | $5,501-80.9% | $1,963-46.4% |
| Participant deferral / active EE | $1,277 | $2,204-42.1% | $4,871-73.8% | $3,054-58.2% |
| Admin fee / account holder | $37 | $418-91.1% | $13,028-99.7% | $504-92.6% |