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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT ADVISORY5 years Service code 26 | Advisory (Participants) | $23,061 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,191 | $71,516+19.1% | $98,439-13.5% | $71,457+19.2% |
| Participation rate | 72.0% | 72.7%-0.7pp | 75.2%-3.1pp | 67.9%+4.1pp |
| Annual return | 13.94% | 32.41%-18.5pp | 21.16%-7.2pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,154 | $2,399-10.2% | $3,048-29.3% | $2,588-16.7% |
| Participant deferral / active EE | $3,842 | $4,109-6.5% | $4,738-18.9% | $4,289-10.4% |
| Admin fee / account holder | $388 | $1,675-76.8% | $8,948-95.7% | $1,587-75.6% |