Filed February 1, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,577 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participant 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.
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 | $37,430 | $122,042-69.3% | $184,260-79.7% | $74,459-49.7% |
| Participation rate | 83.8% | 85.5%-1.7pp | 86.8%-3.0pp | 67.2%+16.6pp |
| Annual return | 15.59% | 19.91%-4.3pp | 28.84%-13.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,637 | $7,143-49.1% | $9,133-60.2% | $4,350-16.4% |
| Admin fee / account holder | $186 | $1,252-85.1% | $13,898-98.7% | $1,945-90.4% |