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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH1 year Service code 26 150 N. COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $6,626 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,251 | $70,917-64.4% | $98,920-74.5% | $73,497-65.6% |
| Participation rate | 31.3% | 73.8%-42.6pp | 76.0%-44.8pp | 70.7%-39.4pp |
| Annual return | 15.19% | 34.18%-19.0pp | 196.47%-181.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $711 | $2,037-65.1% | $2,689-73.6% | $2,270-68.7% |
| Participant deferral / active EE | $1,187 | $3,501-66.1% | $4,245-72.0% | $3,740-68.3% |
| Admin fee / account holder | $218 | $535-59.3% | $6,643-96.7% | $513-57.5% |