Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $45,119+44.2% | $85,126-23.6% | $74,429-12.6% |
| Participation rate | 91.3% | 49.4%+41.9pp | 67.5%+23.8pp | 67.2%+24.1pp |
| Annual return | 17.13% | 26.28%-9.1pp | 66.63%-49.5pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $1,015 | $1,460-30.5% | $2,731-62.8% | $2,625-61.3% |
| Participant deferral / active EE | $4,664 | $2,738+70.3% | $4,523+3.1% | $4,348+7.3% |
| Admin fee / account holder | $435 | $2,214-80.3% | $6,160-92.9% | $1,944-77.6% |