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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,201 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,813 | $73,848-67.8% | $143,799-83.4% | $68,486-65.2% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -17.40% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,466 | $3,184-54.0% | $4,952-70.4% | $2,597-43.5% |
| Participant deferral / active EE | $2,300 | $3,385-32.0% | $5,638-59.2% | $4,028-42.9% |
| Admin fee / account holder | $270 | $5,755-95.3% | $14,677-98.2% | $5,404-95.0% |