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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $23,858 |
QUALIFIED PLANS, LLC10+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $4,394 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $3,262 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,076 | $44,984+44.7% | $85,009-23.4% | $74,546-12.7% |
| Participation rate | 91.3% | 49.4%+41.9pp | 67.5%+23.8pp | 67.2%+24.1pp |
| Annual return | 17.13% | 26.25%-9.1pp | 66.47%-49.3pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $1,015 | $1,458-30.4% | $2,728-62.8% | $2,624-61.3% |
| Participant deferral / active EE | $4,664 | $2,733+70.6% | $4,522+3.1% | $4,347+7.3% |
| Admin fee / account holder | $435 | $2,208-80.3% | $6,153-92.9% | $1,944-77.6% |