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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $4,957 |
Filed as: MERRILL LYNCH-EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $2,832 |
Filed as: JOHN HANCOCK LIFE INAURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,079 | $65,378-26.5% | $87,103-44.8% | $65,186-26.2% |
| Participation rate | 74.1% | 75.3%-1.2pp | 76.9%-2.8pp | 70.2%+3.9pp |
| Annual return | 21.93% | 31.28%-9.3pp | 28.19%-6.3pp | 29.39%-7.5pp |
| Employer contribution / active EE | $363 | $1,823-80.1% | $2,521-85.6% | $2,177-83.3% |
| Participant deferral / active EE | $2,105 | $3,389-37.9% | $4,049-48.0% | $3,514-40.1% |
| Admin fee / account holder | $372 | $520-28.5% | $7,491-95.0% | $847-56.1% |