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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $594 |
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 | $40,194 | $59,417-32.4% | $93,606-57.1% | $74,495-46.0% |
| Participation rate | 69.0% | 59.7%+9.3pp | 68.7%+0.2pp | 67.2%+1.8pp |
| Annual return | 9.66% | 81.83%-72.2pp | 133.20%-123.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,007 | $1,264-20.3% | $2,420-58.4% | $2,623-61.6% |
| Participant deferral / active EE | $3,018 | $3,050-1.0% | $4,411-31.6% | $4,346-30.5% |
| Admin fee / account holder | $3 | $3,021-99.9% | $8,285-100.0% | $1,942-99.8% |