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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA Service code 26 · EIN 82-1301707 | Advisory (Participants) | $24,579 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $983 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,722 | $61,356-33.6% | $149,696-72.8% | $71,511-43.1% |
| Participation rate | 52.3% | 62.5%-10.2pp | 78.8%-26.5pp | 67.9%-15.6pp |
| Annual return | 11.00% | 35.86%-24.9pp | 134.46%-123.5pp | 28.86%-17.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,982 | $2,920-32.1% | $5,682-65.1% | $4,291-53.8% |
| Admin fee / account holder | $294 | $1,263-76.7% | $13,212-97.8% | $1,588-81.5% |