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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 P. O. BOX. 600 · BUFFALO, NY 142010600 | Recordkeeping | $33,850 |
Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $5,476 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $490 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,500 | $79,223-76.6% | $102,460-81.9% | $74,478-75.2% |
| Participation rate | 57.9% | 74.8%-16.8pp | 76.5%-18.6pp | 67.2%-9.3pp |
| Annual return | 25.60% | 54.98%-29.4pp | 29.47%-3.9pp | 1370.56%-1345.0pp |
| Employer contribution / active EE | $1,232 | $2,363-47.9% | $3,025-59.3% | $2,626-53.1% |
| Participant deferral / active EE | $2,116 | $4,417-52.1% | $5,056-58.2% | $4,350-51.4% |
| Admin fee / account holder | $257 | $2,003-87.2% | $9,460-97.3% | $1,946-86.8% |