Filed July 15, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,739 |
MERRIL LYNCH1 year Filed as: MERILL LYNCH Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,803 | $86,944-68.0% | $107,525-74.1% | $74,304-62.6% |
| Participation rate | 89.0% | 59.6%+29.5pp | 75.1%+14.0pp | 60.3%+28.7pp |
| Annual return | 16.28% | 23.52%-7.2pp | 181.32%-165.0pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,290 | $2,757-53.2% | $3,754-65.6% | $2,241-42.4% |
| Participant deferral / active EE | $1,366 | $3,554-61.6% | $5,116-73.3% | $3,767-63.8% |
| Admin fee / account holder | $253 | $3,727-93.2% | $8,919-97.2% | $2,969-91.5% |