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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,217 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $36 |
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 | $76,326 | $70,418+8.4% | $96,570-21.0% | $85,847-11.1% |
| Participation rate | 89.7% | 61.8%+27.8pp | 69.8%+19.8pp | 69.3%+20.3pp |
| Annual return | 11.69% | 18.59%-6.9pp | 37.79%-26.1pp | 318.61%-306.9pp |
| Employer contribution / active EE | $3,646 | $1,413+158.0% | $2,357+54.7% | $2,565+42.1% |
| Participant deferral / active EE | $2,846 | $2,894-1.7% | $3,849-26.1% | $3,952-28.0% |
| Admin fee / account holder | $98 | $4,995-98.0% | $6,182-98.4% | $6,261-98.4% |