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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 | $6,348 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,147 | $88,890-62.7% | $102,423-67.6% | $77,643-57.3% |
| Participation rate | 90.5% | 80.9%+9.6pp | 76.5%+14.0pp | 70.6%+19.9pp |
| Annual return | 22.19% | 24.98%-2.8pp | 29.32%-7.1pp | 31.24%-9.0pp |
| Employer contribution / active EE | $1,165 | $2,698-56.8% | $3,023-61.5% | $2,726-57.3% |
| Participant deferral / active EE | $2,278 | $5,145-55.7% | $5,053-54.9% | $4,647-51.0% |
| Admin fee / account holder | $266 | $235+13.0% | $9,451-97.2% | $430-38.2% |