Filed April 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,763 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,755 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $15,677 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $8,677 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,056 | $47,163-42.6% | $149,696-81.9% | $74,460-63.7% |
| Participation rate | 99.2% | 63.4%+35.8pp | 78.8%+20.5pp | 70.7%+28.5pp |
| Annual return | 20.02% | 22.75%-2.7pp | 134.46%-114.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $3,640 | $1,907+90.9% | $4,821-24.5% | $2,638+38.0% |
| Participant deferral / active EE | $3,205 | $2,730+17.4% | $5,682-43.6% | $4,530-29.2% |
| Admin fee / account holder | $299 | $343-12.9% | $13,212-97.7% | $348-14.1% |