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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $158,909 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $5,314 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,582 | $53,204-74.5% | $155,556-91.3% | $200,096-93.2% |
| Participation rate | 90.3% | 64.1%+26.2pp | 78.2%+12.0pp | 72.0%+18.2pp |
| Annual return | 13.72% | 41.02%-27.3pp | 64.84%-51.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $61 | $1,850-96.7% | $4,675-98.7% | $3,038-98.0% |
| Participant deferral / active EE | $1,843 | $3,163-41.7% | $5,631-67.3% | $5,090-63.8% |
| Admin fee / account holder | $73 | $186-60.5% | $15,885-99.5% | $269-72.7% |