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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 JOHN HANCOCK USA · BUFFALO, NY 142010600 | Recordkeeping | $3,575 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,198 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,572 | $124,414-82.7% | $115,167-81.3% | $67,582-68.1% |
| Participation rate | 75.5% | 58.1%+17.4pp | 75.9%-0.4pp | 71.3%+4.2pp |
| Annual return | 21.94% | 29.40%-7.5pp | 35.60%-13.7pp | 378.57%-356.6pp |
| Employer contribution / active EE | $1,246 | $1,454-14.3% | $3,179-60.8% | $2,148-42.0% |
| Participant deferral / active EE | $1,941 | $2,331-16.7% | $4,169-53.4% | $3,539-45.2% |
| Admin fee / account holder | $38 | $361-89.5% | $7,089-99.5% | $142-73.4% |