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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,068 |
Filed as: MERRILL LYNCH Service code 55 · EIN 13-5674085 | Other Commissions | $13,953 |
Filed as: MML INSURANCE AGENCY LLC Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,601 | $101,672-73.8% | $147,117-81.9% | $74,478-64.3% |
| Participation rate | 50.7% | 75.5%-24.8pp | 82.2%-31.4pp | 67.2%-16.5pp |
| Annual return | 14.13% | 8757.83%-8743.7pp | 420.54%-406.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $997 | $3,813-73.9% | $4,932-79.8% | $2,626-62.1% |
| Participant deferral / active EE | $2,310 | $7,305-68.4% | $8,065-71.4% | $4,350-46.9% |
| Admin fee / account holder | $166 | $1,753-90.5% | $12,993-98.7% | $1,946-91.5% |