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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $91 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $24 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 15 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,152 | $65,034+18.6% | $90,970-15.2% | $79,856-3.4% |
| Participation rate | 73.6% | 61.6%+12.0pp | 69.0%+4.6pp | 69.6%+4.0pp |
| Annual return | 20.26% | 30.45%-10.2pp | 134.60%-114.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $3,496 | $1,247+180.3% | $2,122+64.8% | $2,471+41.5% |
| Participant deferral / active EE | $2,766 | $2,512+10.1% | $3,373-18.0% | $3,741-26.1% |
| Admin fee / account holder | $174 | $4,536-96.2% | $5,961-97.1% | $5,306-96.7% |