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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 | Advisory (Participants) | $2,370 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233364 | Recordkeeping | $1,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,879 | $101,672-43.1% | $147,117-60.7% | $74,478-22.3% |
| Participation rate | 86.6% | 75.5%+11.0pp | 82.2%+4.4pp | 67.2%+19.3pp |
| Annual return | 22.14% | 8757.83%-8735.7pp | 420.54%-398.4pp | 1370.56%-1348.4pp |
| Employer contribution / active EE | $2,548 | $3,813-33.2% | $4,932-48.3% | $2,626-3.0% |
| Participant deferral / active EE | $10,664 | $7,305+46.0% | $8,065+32.2% | $4,350+145.1% |
| Admin fee / account holder | $136 | $1,753-92.2% | $12,993-99.0% | $1,946-93.0% |