Filed January 5, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,230 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,025 | $81,504+4.3% | $102,437-17.0% | $80,959+5.0% |
| Participation rate | 94.7% | 66.9%+27.9pp | 74.5%+20.2pp | 67.7%+27.1pp |
| Annual return | 12.83% | 25.60%-12.8pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,316 | $3,104-25.4% | $3,871-40.2% | $2,757-16.0% |
| Participant deferral / active EE | $8,518 | $3,871+120.1% | $5,060+68.3% | $4,300+98.1% |
| Admin fee / account holder | $495 | $6,719-92.6% | $8,388-94.1% | $6,925-92.9% |