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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $44,673 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $12,851 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,591 | $110,483-21.6% | $145,433-40.5% | $79,634+8.7% |
| Participation rate | 98.7% | 71.1%+27.6pp | 82.1%+16.5pp | 62.5%+36.2pp |
| Annual return | 18.78% | 24.62%-5.8pp | 66.58%-47.8pp | 36.46%-17.7pp |
| Employer contribution / active EE | $6,396 | $4,053+57.8% | $4,554+40.4% | $2,529+152.9% |
| Participant deferral / active EE | $7,326 | $7,216+1.5% | $7,897-7.2% | $3,835+91.1% |
| Admin fee / account holder | $242 | $680-64.4% | $13,129-98.2% | $1,002-75.8% |