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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,164 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $925 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,274 | $65,378-59.8% | $87,103-69.8% | $65,186-59.7% |
| Participation rate | 71.9% | 75.3%-3.4pp | 76.9%-4.9pp | 70.2%+1.7pp |
| Annual return | 19.20% | 31.28%-12.1pp | 28.19%-9.0pp | 29.39%-10.2pp |
| Employer contribution / active EE | $322 | $1,823-82.3% | $2,521-87.2% | $2,177-85.2% |
| Participant deferral / active EE | $1,786 | $3,389-47.3% | $4,049-55.9% | $3,514-49.2% |
| Admin fee / account holder | $210 | $520-59.6% | $7,491-97.2% | $847-75.2% |