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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,102 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,017 | $49,177-16.6% | $79,467-48.4% | $64,173-36.1% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.3pp |
| Annual return | -7.65% | -1.16%-6.5pp | 718.30%-726.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,011 | $2,076+45.0% | $2,800+7.5% | $2,381+26.5% |
| Participant deferral / active EE | $7,240 | $2,821+156.6% | $3,704+95.5% | $3,470+108.7% |
| Admin fee / account holder | $32 | $3,839-99.2% | $5,104-99.4% | $4,887-99.3% |