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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT ADVISORY2 years Service code 26 | Advisory (Participants) | $21,532 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,072 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $517,369 | $70,917+629.5% | $98,920+423.0% | $73,497+603.9% |
| Participation rate | 5.0% | 73.8%-68.8pp | 76.0%-71.0pp | 70.7%-65.6pp |
| Annual return | 14.66% | 34.18%-19.5pp | 196.47%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,827 | $2,037-10.3% | $2,689-32.1% | $2,270-19.5% |
| Participant deferral / active EE | $3,217 | $3,501-8.1% | $4,245-24.2% | $3,740-14.0% |
| Admin fee / account holder | $2,372 | $535+343.4% | $6,643-64.3% | $513+362.2% |