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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,244 | $54,701-31.9% | $86,188-56.8% | $71,457-47.9% |
| Participation rate | 62.1% | 60.1%+1.9pp | 69.0%-6.9pp | 67.9%-5.9pp |
| Annual return | 11.74% | 20.06%-8.3pp | 1168.45%-1156.7pp | 28.85%-17.1pp |
| Employer contribution / active EE | $964 | $1,265-23.8% | $2,380-59.5% | $2,588-62.8% |
| Participant deferral / active EE | $2,842 | $3,108-8.6% | $3,985-28.7% | $4,289-33.7% |
| Admin fee / account holder | $3 | $1,922-99.8% | $6,852-100.0% | $1,587-99.8% |