Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $42,528 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,359 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,284 | $42,367-2.6% | $79,583-48.1% | $64,824-36.3% |
| Participation rate | 29.3% | 64.7%-35.4pp | 69.5%-40.2pp | 71.5%-42.1pp |
| Annual return | -13.55% | -12.24%-1.3pp | 0.16%-13.7pp | 32.84%-46.4pp |
| Employer contribution / active EE | $889 | $1,181-24.7% | $2,414-63.2% | $2,507-64.5% |
| Participant deferral / active EE | $1,861 | $3,168-41.2% | $3,986-53.3% | $4,311-56.8% |
| Admin fee / account holder | $209 | $160+30.8% | $6,835-96.9% | $188+11.1% |