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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Service code 15 · EIN 13-2656036 | Recordkeeping | $3,701 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $220 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 92-2755361 | Advisory (Participants) | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,773 | $35,986-81.2% | $77,552-91.3% | $73,497-90.8% |
| Participation rate | 34.6% | 40.8%-6.3pp | 54.2%-19.6pp | 70.7%-36.1pp |
| Annual return | 19.65% | 19.26%+0.4pp | 54.82%-35.2pp | 28.51%-8.9pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $391 | $1,198-67.3% | $1,861-79.0% | $3,740-89.5% |
| Admin fee / account holder | $178 | $466-61.8% | $2,859-93.8% | $513-65.4% |