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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 JOHN HANCOCK USA · BUFFALO, NY 142010600 | Recordkeeping | $4,279 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,439 | $58,101-49.3% | $118,914-75.2% | $73,412-59.9% |
| Participation rate | 69.3% | 56.1%+13.2pp | 75.4%-6.1pp | 72.2%-2.9pp |
| Annual return | 17.46% | 20.56%-3.1pp | 35.89%-18.4pp | 59.30%-41.8pp |
| Employer contribution / active EE | $1,286 | $1,445-11.0% | $3,264-60.6% | $2,234-42.4% |
| Participant deferral / active EE | $1,990 | $2,400-17.1% | $4,266-53.4% | $3,806-47.7% |
| Admin fee / account holder | $58 | $138-57.8% | $6,582-99.1% | $158-63.1% |