Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $21,263 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $144 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6817943 | Recordkeeping | $75 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $3,329 | $42,582-92.2% | $171,082-98.1% | $57,658-94.2% |
| Participation rate | 68.4% | 63.9%+4.5pp | 76.7%-8.3pp | 70.2%-1.8pp |
| Annual return | 15.25% | 308.67%-293.4pp | 32.56%-17.3pp | 5.13%+10.1pp |
| Employer contribution / active EE | $381 | $1,306-70.9% | $4,002-90.5% | $1,974-80.7% |
| Participant deferral / active EE | $1,231 | $2,933-58.0% | $4,797-74.3% | $3,061-59.8% |
| Admin fee / account holder | $73 | $82-11.3% | $8,520-99.1% | $95-22.7% |