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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 | $65,084-55.3% | $67,681-57.0% | $64,340-54.8% |
| Participation rate | 93.0% | 66.7%+26.2pp | 73.7%+19.3pp | 55.2%+37.7pp |
| Annual return | 13.75% | 20.50%-6.8pp | 590.58%-576.8pp | 24.14%-10.4pp |
| Employer contribution / active EE | $994 | $2,398-58.6% | $2,678-62.9% | $1,862-46.6% |
| Participant deferral / active EE | $2,284 | $3,210-28.8% | $3,976-42.5% | $2,980-23.4% |
| Admin fee / account holder | $172 | $1,415-87.9% | $6,100-97.2% | $3,703-95.4% |