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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $612 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,979 | $59,328-46.1% | $118,946-73.1% | $73,493-56.5% |
| Participation rate | 59.0% | 62.3%-3.3pp | 75.4%-16.4pp | 70.7%-11.6pp |
| Annual return | 23.66% | 19.13%+4.5pp | 35.89%-12.2pp | 28.51%-4.8pp |
| Employer contribution / active EE | $1,150 | $1,803-36.2% | $3,263-64.8% | $2,270-49.3% |
| Participant deferral / active EE | $2,073 | $2,604-20.4% | $4,266-51.4% | $3,740-44.6% |
| Admin fee / account holder | $14 | $600-97.7% | $6,581-99.8% | $513-97.3% |