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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $53,469 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,840 |
SETAWAY LLC5 years Service code 50 · EIN 46-5055797 | Direct Payment | $460 |
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 | $69,019 | $95,084-27.4% | $140,514-50.9% | $69,733-1.0% |
| Participation rate | 77.1% | 68.7%+8.4pp | 77.8%-0.7pp | 62.5%+14.7pp |
| Annual return | 14.91% | 18.56%-3.6pp | 14.36%+0.6pp | 15.22%-0.3pp |
| Employer contribution / active EE | $2,244 | $2,405-6.7% | $3,378-33.6% | $2,250-0.3% |
| Participant deferral / active EE | $4,490 | $3,868+16.1% | $4,919-8.7% | $3,054+47.0% |
| Admin fee / account holder | $470 | $4,885-90.4% | $13,697-96.6% | $3,102-84.9% |