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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $82,775 |
ACTUARIES UNLIMITED, INC.4 years Service code 15 · EIN 95-3654973 | Recordkeeping | $32,275 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,266 | $95,417-33.7% | $135,974-53.5% | $74,460-15.0% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 13.71% | 32.76%-19.1pp | 68.30%-54.6pp | 34.38%-20.7pp |
| Employer contribution / active EE | $7,596 | $3,878+95.9% | $4,859+56.3% | $2,638+187.9% |
| Participant deferral / active EE | $5,727 | $7,789-26.5% | $7,760-26.2% | $4,530+26.4% |
| Admin fee / account holder | $335 | $266+26.0% | $10,767-96.9% | $348-3.6% |