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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCOATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,129 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233364 | Recordkeeping | $494 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,451 | $84,482-64.0% | $125,363-75.7% | $66,930-54.5% |
| Participation rate | 71.6% | 76.4%-4.8pp | 82.4%-10.8pp | 69.8%+1.8pp |
| Annual return | -20.56% | -8.49%-12.1pp | 572.15%-592.7pp | 1.57%-22.1pp |
| Employer contribution / active EE | $1,711 | $3,553-51.8% | $4,815-64.5% | $2,545-32.8% |
| Participant deferral / active EE | $7,412 | $6,782+9.3% | $7,447-0.5% | $4,238+74.9% |
| Admin fee / account holder | $68 | $685-90.0% | $10,005-99.3% | $593-88.5% |