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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $27,452 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $8,009 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,011 | $88,122+63.4% | $141,197+2.0% | $67,582+113.1% |
| Participation rate | 81.9% | 76.5%+5.5pp | 82.5%-0.5pp | 71.3%+10.7pp |
| Annual return | 45.20% | 75.40%-30.2pp | 71.41%-26.2pp | 378.57%-333.4pp |
| Employer contribution / active EE | $1,153 | $3,224-64.2% | $4,736-75.7% | $2,148-46.3% |
| Participant deferral / active EE | $7,939 | $5,958+33.3% | $6,710+18.3% | $3,539+124.3% |
| Admin fee / account holder | $112 | $131-14.3% | $10,265-98.9% | $142-21.1% |