Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 | Advisory (Participants) | $35,520 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,093 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,823 | $65,125-37.3% | $143,797-71.6% | $66,949-39.0% |
| Participation rate | 47.9% | 65.2%-17.3pp | 80.3%-32.4pp | 69.8%-21.9pp |
| Annual return | -14.72% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,066 | $2,920-29.3% | $5,638-63.4% | $4,239-51.3% |
| Admin fee / account holder | $457 | $503-9.1% | $14,679-96.9% | $594-23.0% |