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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $34,339 |
Filed as: SAGEVIEW Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $10,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $777 |
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 | $130,338 | $46,966+177.5% | $185,117-29.6% | $69,631+87.2% |
| Participation rate | 97.9% | 65.3%+32.6pp | 77.3%+20.6pp | 70.7%+27.2pp |
| Annual return | 17.49% | 22.36%-4.9pp | 40.50%-23.0pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,842 | $1,360+108.9% | $4,182-32.0% | $2,032+39.9% |
| Participant deferral / active EE | $9,386 | $3,017+211.1% | $5,045+86.1% | $3,224+191.2% |
| Admin fee / account holder | $120 | $94+27.9% | $8,159-98.5% | $110+8.7% |