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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $50,521 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,339 | $43,466+48.0% | $90,970-29.3% | $90,274-28.7% |
| Participation rate | 90.8% | 62.5%+28.3pp | 69.0%+21.8pp | 73.4%+17.5pp |
| Annual return | 17.50% | 25.26%-7.8pp | 134.58%-117.1pp | 53.97%-36.5pp |
| Employer contribution / active EE | $687 | $840-18.2% | $2,122-67.6% | $2,523-72.8% |
| Participant deferral / active EE | $3,361 | $2,138+57.2% | $3,373-0.4% | $4,231-20.5% |
| Admin fee / account holder | $61 | $92-33.5% | $5,960-99.0% | $114-46.4% |