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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $32,178 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $8,709 |
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 | $164,090 | $100,801+62.8% | $149,745+9.6% | $73,412+123.5% |
| Participation rate | 85.6% | 77.7%+7.9pp | 82.5%+3.1pp | 72.2%+13.4pp |
| Annual return | 17.12% | 265.34%-248.2pp | 276.72%-259.6pp | 59.30%-42.2pp |
| Employer contribution / active EE | $1,290 | $3,312-61.0% | $4,646-72.2% | $2,234-42.2% |
| Participant deferral / active EE | $8,627 | $6,404+34.7% | $6,843+26.1% | $3,806+126.7% |
| Admin fee / account holder | $131 | $181-27.7% | $9,312-98.6% | $158-17.2% |