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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,283 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $76 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,424 | $91,474+5.4% | $135,982-29.1% | $71,529+34.8% |
| Participation rate | 74.4% | 75.7%-1.3pp | 81.9%-7.5pp | 67.9%+6.4pp |
| Annual return | 22.30% | 29.89%-7.6pp | 68.32%-46.0pp | 28.97%-6.7pp |
| Employer contribution / active EE | $1,356 | $3,705-63.4% | $4,859-72.1% | $2,590-47.7% |
| Participant deferral / active EE | $8,542 | $7,095+20.4% | $7,760+10.1% | $4,291+99.1% |
| Admin fee / account holder | $301 | $1,267-76.3% | $10,767-97.2% | $1,588-81.1% |