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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,794 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,446-100.0% | $155,574-100.0% | $74,429-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 78.2%-78.2pp | 67.2%-67.2pp |
| Annual return | 12.82% | 269.20%-256.4pp | 64.87%-52.0pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $1,731 | $2,266-23.6% | $4,676-63.0% | $2,625-34.0% |
| Participant deferral / active EE | $2,818 | $2,836-0.6% | $5,629-49.9% | $4,348-35.2% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |