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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $14,012 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $14,012 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,789 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,207 | $58,292-10.4% | $86,640-39.7% | $71,511-27.0% |
| Participation rate | 99.3% | 65.0%+34.3pp | 71.7%+27.6pp | 67.9%+31.4pp |
| Annual return | 17.40% | 21.63%-4.2pp | 592.52%-575.1pp | 28.86%-11.5pp |
| Employer contribution / active EE | $5,083 | $2,574+97.5% | $3,024+68.1% | $2,589+96.3% |
| Participant deferral / active EE | $4,958 | $3,438+44.2% | $4,438+11.7% | $4,291+15.5% |
| Admin fee / account holder | $337 | $1,057-68.1% | $5,616-94.0% | $1,588-78.8% |