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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $703 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $618 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,698 | $84,487-68.4% | $125,339-78.7% | $66,914-60.1% |
| Participation rate | 83.6% | 76.4%+7.2pp | 82.4%+1.3pp | 69.8%+13.8pp |
| Annual return | -18.26% | -8.39%-9.9pp | 572.05%-590.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,965 | $3,553-44.7% | $4,814-59.2% | $2,544-22.7% |
| Participant deferral / active EE | $2,197 | $6,781-67.6% | $7,446-70.5% | $4,237-48.1% |
| Admin fee / account holder | $192 | $685-71.9% | $10,010-98.1% | $593-67.6% |