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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $52,117 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $13,745 |
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 | $116,483 | $82,188+41.7% | $125,391-7.1% | $64,824+79.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.27% | 3.50%-19.8pp | 572.41%-588.7pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,424 | $3,617-60.6% | $4,816-70.4% | $2,507-43.2% |
| Participant deferral / active EE | $9,070 | $7,177+26.4% | $7,448+21.8% | $4,311+110.4% |
| Admin fee / account holder | $153 | $163-6.1% | $10,009-98.5% | $188-18.4% |