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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $20,739 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $17,168 |
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 | $47,855 | $53,165-10.0% | $86,235-44.5% | $74,473-35.7% |
| Participation rate | 35.6% | 64.9%-29.3pp | 69.0%-33.4pp | 70.7%-35.1pp |
| Annual return | 37.05% | 22.64%+14.4pp | 1170.03%-1133.0pp | 34.36%+2.7pp |
| Employer contribution / active EE | $967 | $1,210-20.1% | $2,381-59.4% | $2,638-63.4% |
| Participant deferral / active EE | $2,143 | $3,234-33.8% | $3,987-46.3% | $4,530-52.7% |
| Admin fee / account holder | $171 | $551-69.0% | $6,856-97.5% | $347-50.7% |