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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 | $82,163+41.8% | $125,358-7.1% | $64,811+79.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.27% | 3.49%-19.8pp | 572.03%-588.3pp | 32.83%-49.1pp |
| Employer contribution / active EE | $1,424 | $3,616-60.6% | $4,814-70.4% | $2,506-43.2% |
| Participant deferral / active EE | $9,070 | $7,175+26.4% | $7,447+21.8% | $4,310+110.4% |
| Admin fee / account holder | $153 | $163-6.1% | $10,007-98.5% | $188-18.4% |