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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $885 |
Filed as: WILSHIRE ASSOCAITES INC Service code 26 | Advisory (Participants) | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,618 | $82,674-92.0% | $125,363-94.7% | $68,495-90.3% |
| Participation rate | 61.2% | 75.0%-13.8pp | 82.4%-21.2pp | 67.9%-6.7pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.15%-587.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $605 | $6,111-90.1% | $7,447-91.9% | $4,028-85.0% |
| Admin fee / account holder | $105 | $6,276-98.3% | $10,005-99.0% | $5,403-98.1% |