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| 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 | $106,264+42.0% | $147,117+2.6% | $77,762+94.1% |
| Participation rate | 80.2% | 78.4%+1.8pp | 82.2%-1.9pp | 70.6%+9.7pp |
| Annual return | 13.56% | 56.94%-43.4pp | 420.54%-407.0pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,532 | $4,074-62.4% | $4,932-68.9% | $2,728-43.8% |
| Participant deferral / active EE | $9,107 | $8,003+13.8% | $8,065+12.9% | $4,651+95.8% |
| Admin fee / account holder | $171 | $334-48.7% | $12,993-98.7% | $433-60.4% |