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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,109 | $64,705-55.0% | $62,929-53.7% | $67,986-57.2% |
| Participation rate | 93.0% | 65.6%+27.4pp | 73.1%+19.9pp | 57.2%+35.8pp |
| Annual return | 13.75% | 20.31%-6.6pp | 1063.93%-1050.2pp | 31.67%-17.9pp |
| Employer contribution / active EE | $994 | $2,376-58.2% | $2,505-60.3% | $2,019-50.8% |
| Participant deferral / active EE | $2,284 | $3,198-28.6% | $3,888-41.3% | $3,358-32.0% |
| Admin fee / account holder | $172 | $1,428-88.0% | $5,065-96.6% | $3,203-94.6% |