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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $35,217 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $34,566 |
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 | $56,572 | $54,213+4.4% | $93,696-39.6% | $77,736-27.2% |
| Participation rate | 43.2% | 64.0%-20.8pp | 68.7%-25.6pp | 70.6%-27.4pp |
| Annual return | 30.49% | 30.55%-0.1pp | 133.74%-103.3pp | 31.26%-0.8pp |
| Employer contribution / active EE | $1,119 | $1,168-4.2% | $2,422-53.8% | $2,728-59.0% |
| Participant deferral / active EE | $2,736 | $3,145-13.0% | $4,417-38.1% | $4,651-41.2% |
| Admin fee / account holder | $255 | $575-55.6% | $8,287-96.9% | $433-41.1% |