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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $11,674 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,499 |
Filed as: WORLD INVESTMENT ADVISORS Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $999 |
Filed as: JOHN HANCOCK LIFE INSURNACE COMPANY Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,778 | $89,465-73.4% | $165,071-85.6% | $77,736-69.4% |
| Participation rate | 40.1% | 78.6%-38.6pp | 78.6%-38.6pp | 70.6%-30.5pp |
| Annual return | 13.36% | 28.86%-15.5pp | 70.17%-56.8pp | 31.26%-17.9pp |
| Employer contribution / active EE | $918 | $2,565-64.2% | $4,347-78.9% | $2,728-66.3% |
| Participant deferral / active EE | $1,518 | $4,904-69.0% | $6,035-74.8% | $4,651-67.4% |
| Admin fee / account holder | $269 | $340-20.9% | $12,695-97.9% | $433-37.9% |