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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,189 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $300 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,742 | $91,517-91.5% | $101,264-92.4% | $73,412-89.5% |
| Participation rate | 63.9% | 73.8%-9.9pp | 75.8%-12.0pp | 72.2%-8.3pp |
| Annual return | 45.70% | 17.17%+28.5pp | 46.48%-0.8pp | 59.30%-13.6pp |
| Employer contribution / active EE | $136 | $2,877-95.3% | $3,660-96.3% | $2,234-93.9% |
| Participant deferral / active EE | $1,558 | $3,338-53.3% | $4,370-64.4% | $3,806-59.1% |
| Admin fee / account holder | $94 | $216-56.3% | $5,947-98.4% | $158-40.3% |