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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $707 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $652 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,142 | $69,774-64.0% | $67,561-62.8% | $74,429-66.2% |
| Participation rate | 92.6% | 71.4%+21.2pp | 72.9%+19.7pp | 67.2%+25.4pp |
| Annual return | 14.43% | -40.53%+55.0pp | 3525.44%-3511.0pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,042 | $2,710-61.6% | $2,735-61.9% | $2,625-60.3% |
| Participant deferral / active EE | $2,422 | $3,636-33.4% | $4,003-39.5% | $4,348-44.3% |
| Admin fee / account holder | $147 | $890-83.4% | $4,006-96.3% | $1,944-92.4% |