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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $45,651 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $10,830 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,678 | $104,336+46.3% | $159,487-4.3% | $86,821+75.9% |
| Participation rate | 89.8% | 77.7%+12.1pp | 82.8%+7.0pp | 72.3%+17.5pp |
| Annual return | 17.82% | 26.32%-8.5pp | 263.71%-245.9pp | 97.94%-80.1pp |
| Employer contribution / active EE | $1,865 | $3,451-46.0% | $4,831-61.4% | $2,406-22.5% |
| Participant deferral / active EE | $8,785 | $6,837+28.5% | $7,354+19.5% | $4,132+112.6% |
| Admin fee / account holder | $145 | $172-15.7% | $10,804-98.7% | $170-14.4% |