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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 | $106,247+42.0% | $147,096+2.6% | $77,714+94.2% |
| Participation rate | 80.2% | 78.4%+1.9pp | 82.2%-1.9pp | 70.6%+9.7pp |
| Annual return | 13.56% | 56.87%-43.3pp | 419.75%-406.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,532 | $4,069-62.3% | $4,936-69.0% | $2,727-43.8% |
| Participant deferral / active EE | $9,107 | $7,996+13.9% | $8,071+12.8% | $4,649+95.9% |
| Admin fee / account holder | $171 | $338-49.3% | $13,005-98.7% | $433-60.4% |