Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $5,686 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,954 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,663 | $47,163-1.1% | $149,696-68.8% | $74,460-37.3% |
| Participation rate | 71.2% | 63.4%+7.8pp | 78.8%-7.5pp | 70.7%+0.5pp |
| Annual return | 17.68% | 22.75%-5.1pp | 134.46%-116.8pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,386 | $1,907-27.3% | $4,821-71.2% | $2,638-47.5% |
| Participant deferral / active EE | $2,767 | $2,730+1.4% | $5,682-51.3% | $4,530-38.9% |
| Admin fee / account holder | $157 | $343-54.3% | $13,212-98.8% | $348-55.0% |