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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $63,968 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,535 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,095 | $26,810-28.8% | $76,518-75.0% | $73,367-74.0% |
| Participation rate | 5.7% | 34.6%-29.0pp | 68.0%-62.3pp | 69.5%-63.8pp |
| Annual return | -11.33% | 17.04%-28.4pp | -0.27%-11.1pp | 173.45%-184.8pp |
| Employer contribution / active EE | $56 | $503-88.9% | $2,647-97.9% | $2,499-97.8% |
| Participant deferral / active EE | $235 | $1,312-82.1% | $3,836-93.9% | $4,033-94.2% |
| Admin fee / account holder | $39 | $71-44.3% | $4,849-99.2% | $68-42.3% |