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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
Filed as: EDWARD D JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,542 | $42,548-51.7% | $74,549-72.4% | $56,287-63.5% |
| Participation rate | 36.1% | 60.5%-24.4pp | 69.1%-33.1pp | 69.9%-33.8pp |
| Annual return | 7.85% | 12.40%-4.6pp | 32.53%-24.7pp | -9.96%+17.8pp |
| Employer contribution / active EE | $1,346 | $855+57.4% | $1,961-31.4% | $2,111-36.3% |
| Participant deferral / active EE | $1,759 | $2,277-22.8% | $3,108-43.4% | $3,350-47.5% |
| Admin fee / account holder | $161 | $467-65.6% | $5,059-96.8% | $521-69.1% |