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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANC CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $732 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $75,876 | $91,190-16.8% | $178,490-57.5% | $79,858-5.0% |
| Participation rate | 43.4% | 69.2%-25.8pp | 81.9%-38.5pp | 69.6%-26.2pp |
| Annual return | 17.63% | 24.19%-6.6pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $326 | $3,256-90.0% | $5,011-93.5% | $2,471-86.8% |
| Participant deferral / active EE | $1,764 | $3,236-45.5% | $5,202-66.1% | $3,740-52.8% |
| Admin fee / account holder | $457 | $6,751-93.2% | $13,984-96.7% | $5,306-91.4% |