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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,335 | $109,359-75.9% | $162,163-83.8% | $72,985-63.9% |
| Participation rate | 55.7% | 84.3%-28.6pp | 87.6%-31.9pp | 69.5%-13.8pp |
| Annual return | 20.57% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $797 | $3,907-79.6% | $5,614-85.8% | $2,440-67.3% |
| Participant deferral / active EE | $3,077 | $5,481-43.9% | $7,298-57.8% | $3,607-14.7% |
| Admin fee / account holder | $268 | $7,972-96.6% | $10,843-97.5% | $5,124-94.8% |