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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 37 · EIN 01-0233346 | Loan Processing | $68,041 |
NYL SECURITIES4 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 | $80,476 | $52,961+52.0% | $172,755-53.4% | $65,185+23.5% |
| Participation rate | 58.1% | 66.2%-8.1pp | 82.6%-24.5pp | 70.2%-12.1pp |
| Annual return | 23.71% | 30.12%-6.4pp | 802.94%-779.2pp | 29.38%-5.7pp |
| Employer contribution / active EE | $508 | $2,190-76.8% | $5,144-90.1% | $2,177-76.7% |
| Participant deferral / active EE | $4,248 | $2,471+71.9% | $5,198-18.3% | $3,514+20.9% |
| Admin fee / account holder | $460 | $472-2.6% | $13,955-96.7% | $847-45.7% |