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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,727 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,034 | $49,138-22.6% | $84,023-54.7% | $65,186-41.7% |
| Participation rate | 56.1% | 60.7%-4.7pp | 69.0%-13.0pp | 70.2%-14.1pp |
| Annual return | 26.53% | 23.00%+3.5pp | 71.32%-44.8pp | 29.39%-2.9pp |
| Employer contribution / active EE | $1,649 | $914+80.5% | $1,984-16.9% | $2,177-24.2% |
| Participant deferral / active EE | $3,002 | $2,397+25.2% | $3,239-7.3% | $3,514-14.6% |
| Admin fee / account holder | $281 | $543-48.2% | $6,102-95.4% | $847-66.8% |