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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $831 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,109 | $67,594-56.9% | $77,361-62.4% | $69,733-58.3% |
| Participation rate | 93.0% | 71.7%+21.3pp | 75.0%+18.0pp | 62.5%+30.5pp |
| Annual return | 13.75% | 19.20%-5.5pp | 1011.54%-997.8pp | 15.22%-1.5pp |
| Employer contribution / active EE | $994 | $2,649-62.5% | $2,990-66.8% | $2,250-55.8% |
| Participant deferral / active EE | $2,284 | $3,401-32.8% | $3,911-41.6% | $3,054-25.2% |
| Admin fee / account holder | $172 | $1,159-85.2% | $5,894-97.1% | $3,102-94.5% |