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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $3,958 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,480 | $54,679+14.3% | $76,119-17.9% | $74,459-16.1% |
| Participation rate | 42.6% | 60.3%-17.7pp | 69.1%-26.5pp | 67.2%-24.6pp |
| Annual return | 9.85% | 31.90%-22.1pp | 361.25%-351.4pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $894 | $1,781-49.8% | $2,693-66.8% | $2,626-65.9% |
| Participant deferral / active EE | $1,872 | $3,072-39.1% | $4,259-56.0% | $4,350-57.0% |
| Admin fee / account holder | $434 | $2,238-80.6% | $6,421-93.2% | $1,945-77.7% |