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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $41,717 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,956 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,003 | $104,336-45.4% | $159,487-64.3% | $86,821-34.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 17.07% | 26.32%-9.3pp | 263.71%-246.6pp | 97.94%-80.9pp |
| Employer contribution / active EE | $4,779 | $3,451+38.5% | $4,831-1.1% | $2,406+98.6% |
| Participant deferral / active EE | $6,125 | $6,837-10.4% | $7,354-16.7% | $4,132+48.3% |
| Admin fee / account holder | $240 | $172+39.6% | $10,804-97.8% | $170+41.7% |