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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $31,235 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,490 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,696 | $100,801-48.7% | $149,745-65.5% | $73,412-29.6% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 18.51% | 265.34%-246.8pp | 276.72%-258.2pp | 59.30%-40.8pp |
| Employer contribution / active EE | $4,868 | $3,312+47.0% | $4,646+4.8% | $2,234+117.9% |
| Participant deferral / active EE | $5,804 | $6,404-9.4% | $6,843-15.2% | $3,806+52.5% |
| Admin fee / account holder | $214 | $181+18.4% | $9,312-97.7% | $158+35.6% |