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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $22,467 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $7,168 |
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 | $126,647 | $73,102+73.2% | $123,553+2.5% | $56,289+125.0% |
| Participation rate | 89.2% | 74.3%+14.9pp | 82.3%+6.9pp | 69.9%+19.3pp |
| Annual return | -6.23% | 3.01%-9.2pp | 119.21%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,350 | $2,977-54.7% | $4,628-70.8% | $2,111-36.1% |
| Participant deferral / active EE | $8,228 | $5,423+51.7% | $6,426+28.0% | $3,350+145.6% |
| Admin fee / account holder | $113 | $554-79.6% | $9,284-98.8% | $521-78.3% |