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 Service code 15 · EIN 01-0233346 | Recordkeeping | $62,533 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $12,218 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,912 | $106,110+42.2% | $147,005+2.7% | $77,671+94.3% |
| Participation rate | 80.2% | 78.4%+1.9pp | 82.2%-1.9pp | 70.6%+9.7pp |
| Annual return | 13.56% | 56.77%-43.2pp | 418.76%-405.2pp | 31.21%-17.7pp |
| Employer contribution / active EE | $1,532 | $4,065-62.3% | $4,934-68.9% | $2,726-43.8% |
| Participant deferral / active EE | $9,107 | $7,992+14.0% | $8,070+12.9% | $4,648+95.9% |
| Admin fee / account holder | $171 | $338-49.2% | $13,006-98.7% | $430-60.2% |