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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $59,183 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $11,042 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,231 | $95,438+60.6% | $135,982+12.7% | $74,473+105.8% |
| Participation rate | 84.7% | 78.2%+6.5pp | 81.9%+2.8pp | 70.7%+14.0pp |
| Annual return | 19.92% | 32.61%-12.7pp | 68.32%-48.4pp | 34.36%-14.4pp |
| Employer contribution / active EE | $1,509 | $3,878-61.1% | $4,859-69.0% | $2,638-42.8% |
| Participant deferral / active EE | $10,420 | $7,790+33.8% | $7,760+34.3% | $4,530+130.0% |
| Admin fee / account holder | $177 | $259-31.5% | $10,767-98.4% | $347-48.9% |