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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 | $92,090-55.9% | $106,201-61.8% | $77,671-47.7% |
| Participation rate | 43.7% | 81.0%-37.3pp | 75.3%-31.6pp | 70.6%-26.9pp |
| Annual return | 18.13% | 17.89%+0.2pp | 116.26%-98.1pp | 31.21%-13.1pp |
| Employer contribution / active EE | $1,857 | $3,368-44.9% | $3,170-41.4% | $2,726-31.9% |
| Participant deferral / active EE | $2,645 | $5,386-50.9% | $5,012-47.2% | $4,648-43.1% |
| Admin fee / account holder | $29 | $219-86.7% | $11,039-99.7% | $430-93.2% |