Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $467 |
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).
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 | $12,715 | $55,453-77.1% | $170,436-92.5% | $62,293-79.6% |
| Participation rate | 47.4% | 66.4%-19.0pp | 83.6%-36.2pp | 69.5%-22.1pp |
| Annual return | 22.20% | 21.38%+0.8pp | 205.94%-183.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $931 | $2,164-57.0% | $5,433-82.9% | $2,042-54.4% |
| Participant deferral / active EE | $1,901 | $2,303-17.4% | $4,939-61.5% | $3,169-40.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |