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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $42,685 |
Filed as: DYATECH Service code 14 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Plan Administrator | $3,338 |
Service code 15 · EIN 39-1731712 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,967 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 · EIN 92-2766361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $284 |
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 | $63,570 | $45,119+40.9% | $85,126-25.3% | $74,429-14.6% |
| Participation rate | 89.4% | 49.4%+40.1pp | 67.5%+21.9pp | 67.2%+22.2pp |
| Annual return | 14.00% | 26.28%-12.3pp | 66.63%-52.6pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $4,351 | $1,460+197.9% | $2,731+59.3% | $2,625+65.7% |
| Participant deferral / active EE | $648 | $2,738-76.3% | $4,523-85.7% | $4,348-85.1% |
| Admin fee / account holder | $469 | $2,214-78.8% | $6,160-92.4% | $1,944-75.9% |