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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 | $85,515-19.3% | $112,040-38.4% | $67,986+1.5% |
| Participation rate | 77.1% | 68.2%+8.9pp | 76.5%+0.7pp | 57.2%+19.9pp |
| Annual return | 14.91% | 29.68%-14.8pp | 24.52%-9.6pp | 31.67%-16.8pp |
| Employer contribution / active EE | $2,244 | $2,191+2.4% | $2,954-24.0% | $2,019+11.1% |
| Participant deferral / active EE | $4,490 | $4,014+11.9% | $5,098-11.9% | $3,358+33.7% |
| Admin fee / account holder | $470 | $3,774-87.6% | $12,098-96.1% | $3,203-85.3% |