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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $5,154 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,974 | $46,332-11.6% | $143,799-71.5% | $64,819-36.8% |
| Participation rate | 70.3% | 64.2%+6.0pp | 80.3%-10.0pp | 71.5%-1.2pp |
| Annual return | -14.89% | -10.05%-4.8pp | -0.04%-14.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $1,390 | $1,911-27.3% | $4,952-71.9% | $2,507-44.6% |
| Participant deferral / active EE | $2,735 | $2,647+3.3% | $5,638-51.5% | $4,311-36.6% |
| Admin fee / account holder | $157 | $154+1.8% | $14,677-98.9% | $188-16.6% |