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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,427 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,154 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DR STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $75 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,242 | $55,437-38.2% | $155,534-78.0% | $74,459-54.0% |
| Participation rate | 72.2% | 61.9%+10.3pp | 78.2%-6.0pp | 67.2%+5.0pp |
| Annual return | 9.81% | 269.58%-259.8pp | 64.92%-55.1pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $1,452 | $2,266-35.9% | $4,675-68.9% | $2,626-44.7% |
| Participant deferral / active EE | $2,135 | $2,837-24.7% | $5,630-62.1% | $4,350-50.9% |
| Admin fee / account holder | $342 | $1,742-80.4% | $15,900-97.8% | $1,945-82.4% |