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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WISHIRE ASSOCIATES INC. USA Service code 26 · EIN 92-2755361 | Advisory (Participants) | $1,076 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,363 | $93,182-8.4% | $146,665-41.8% | $79,386+7.5% |
| Participation rate | 30.3% | 76.4%-46.2pp | 80.1%-49.8pp | 70.7%-40.4pp |
| Annual return | 29.65% | 21.61%+8.0pp | 22.74%+6.9pp | 116.85%-87.2pp |
| Employer contribution / active EE | $1,307 | $2,420-46.0% | $4,136-68.4% | $2,427-46.2% |
| Participant deferral / active EE | $1,675 | $4,169-59.8% | $5,506-69.6% | $4,046-58.6% |
| Admin fee / account holder | $682 | $585+16.6% | $10,280-93.4% | $626+8.9% |