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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $3,104 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,596 | $92,076-55.9% | $105,607-61.6% | $77,736-47.8% |
| Participation rate | 43.7% | 81.0%-37.3pp | 75.3%-31.5pp | 70.6%-26.9pp |
| Annual return | 18.13% | 17.84%+0.3pp | 116.11%-98.0pp | 31.26%-13.1pp |
| Employer contribution / active EE | $1,857 | $3,370-44.9% | $3,167-41.4% | $2,728-31.9% |
| Participant deferral / active EE | $2,645 | $5,390-50.9% | $5,011-47.2% | $4,651-43.1% |
| Admin fee / account holder | $29 | $219-86.7% | $10,958-99.7% | $433-93.3% |