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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $952 |
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.)
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 | $38,923 | $50,860-23.5% | $155,574-75.0% | $77,714-49.9% |
| Participation rate | 16.5% | 63.1%-46.6pp | 78.2%-61.7pp | 70.6%-54.1pp |
| Annual return | 41.24% | 34.86%+6.4pp | 64.87%-23.6pp | 31.26%+10.0pp |
| Employer contribution / active EE | $889 | $1,991-55.3% | $4,676-81.0% | $2,727-67.4% |
| Participant deferral / active EE | $1,501 | $2,825-46.9% | $5,629-73.3% | $4,649-67.7% |
| Admin fee / account holder | $306 | $436-29.8% | $15,914-98.1% | $433-29.3% |