Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 37 · EIN 01-0233346 | Loan Processing | $63,836 |
NYL SECURITIES3 years Service code 27 777 MAIN STREET, SUITE 3800 · FORT WORTH, TX 76102 | Advisory (Plan) | $0 |
Filed as: NYLIFE SECURITIES Service code 55 | Other Commissions | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,254 | $47,977+42.3% | $154,111-55.7% | $56,287+21.3% |
| Participation rate | 61.3% | 66.2%-4.9pp | 83.0%-21.7pp | 69.9%-8.5pp |
| Annual return | -5.73% | 3.54%-9.3pp | 735.18%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $472 | $2,169-78.2% | $5,298-91.1% | $2,111-77.6% |
| Participant deferral / active EE | $4,013 | $2,392+67.8% | $5,081-21.0% | $3,350+19.8% |
| Admin fee / account holder | $428 | $438-2.2% | $13,411-96.8% | $521-17.8% |