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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $466 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE STE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,514 | $56,540-83.2% | $185,851-94.9% | $86,821-89.0% |
| Participation rate | 32.3% | 65.5%-33.2pp | 81.7%-49.4pp | 72.3%-40.0pp |
| Annual return | 54.35% | 118.20%-63.9pp | 122.11%-67.8pp | 97.94%-43.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,270 | $2,555-50.3% | $5,569-77.2% | $4,132-69.3% |
| Admin fee / account holder | $84 | $150-43.7% | $16,245-99.5% | $170-50.3% |