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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $948 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,969 | $159,901-73.1% | $146,958-70.8% | $145,922-70.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 10.86% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $840 | $5,286-84.1% | $4,933-83.0% | $4,660-82.0% |
| Participant deferral / active EE | $10,692 | $8,428+26.9% | $8,070+32.5% | $6,688+59.9% |
| Admin fee / account holder | $398 | $15,044-97.4% | $12,998-96.9% | $13,397-97.0% |