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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 | $15,119 |
Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $1,500 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $145 |
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.
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,828 | $72,303-87.8% | $86,698-89.8% | $64,824-86.4% |
| Participation rate | 34.4% | 80.4%-46.1pp | 76.6%-42.2pp | 71.5%-37.1pp |
| Annual return | 1.92% | 392.77%-390.8pp | 35.96%-34.0pp | 32.84%-30.9pp |
| Employer contribution / active EE | $703 | $2,393-70.6% | $2,837-75.2% | $2,507-72.0% |
| Participant deferral / active EE | $1,093 | $4,660-76.5% | $4,656-76.5% | $4,311-74.6% |
| Admin fee / account holder | $161 | $174-7.4% | $7,492-97.8% | $188-14.2% |