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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WUNDERLICH SECURITIES Service code 26 · EIN 62-1518255 6000 POPLAR AVENUE, STE. 201 · MEMPHIS, TN 38119 | Advisory (Participants) | $6,732 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $637 |
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 | $27,748 | $28,416-2.3% | $73,545-62.3% | $69,631-60.1% |
| Participation rate | 47.8% | 38.3%+9.5pp | 54.9%-7.1pp | 70.7%-22.9pp |
| Annual return | 14.20% | -694.13%+708.3pp | -15.16%+29.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $604 | $430+40.3% | $1,219-50.4% | $2,032-70.3% |
| Participant deferral / active EE | $880 | $897-2.0% | $1,806-51.3% | $3,224-72.7% |
| Admin fee / account holder | $185 | $104+77.0% | $2,320-92.0% | $110+67.2% |