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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $46,746 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $12,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,582 | $106,230-25.1% | $147,080-45.9% | $77,736+2.4% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 16.98% | 56.91%-39.9pp | 420.17%-403.2pp | 31.26%-14.3pp |
| Employer contribution / active EE | $6,224 | $4,072+52.8% | $4,933+26.2% | $2,728+128.2% |
| Participant deferral / active EE | $7,627 | $8,001-4.7% | $8,066-5.5% | $4,651+64.0% |
| Admin fee / account holder | $273 | $338-19.4% | $12,989-97.9% | $433-37.1% |