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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $46,953 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,331 |
SETAWAY LLC4 years Service code 50 · EIN 46-5055797 | Direct Payment | $1,690 |
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 | $55,782 | $79,209-29.6% | $102,434-45.5% | $74,459-25.1% |
| Participation rate | 78.9% | 74.8%+4.1pp | 76.5%+2.4pp | 67.2%+11.7pp |
| Annual return | 16.52% | 54.98%-38.5pp | 29.46%-12.9pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $2,047 | $2,362-13.3% | $3,023-32.3% | $2,626-22.0% |
| Participant deferral / active EE | $4,038 | $4,417-8.6% | $5,055-20.1% | $4,350-7.2% |
| Admin fee / account holder | $419 | $2,002-79.1% | $9,462-95.6% | $1,945-78.4% |