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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $92,041 |
Filed as: JOHN HANCOCK LIFE INS. CO. OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,181 | $102,661+18.0% | $151,639-20.1% | $66,938+81.0% |
| Participation rate | 74.9% | 85.5%-10.6pp | 87.5%-12.6pp | 69.8%+5.1pp |
| Annual return | -17.99% | -10.81%-7.2pp | 3.34%-21.3pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $12,049 | $6,645+81.3% | $8,363+44.1% | $4,238+184.3% |
| Admin fee / account holder | $678 | $630+7.6% | $11,613-94.2% | $594+14.3% |