Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,312 |
Service code 26 | Advisory (Participants) | $1,278 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $806 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,563 | $102,393-78.0% | $147,041-84.7% | $80,911-72.1% |
| Participation rate | 75.8% | 75.9%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | -63.90% | 134.95%-198.9pp | 419.21%-483.1pp | 35.63%-99.5pp |
| Employer contribution / active EE | $4,168 | $3,715+12.2% | $4,935-15.5% | $2,756+51.2% |
| Participant deferral / active EE | $2,415 | $6,647-63.7% | $8,071-70.1% | $4,297-43.8% |
| Admin fee / account holder | $370 | $7,943-95.3% | $13,006-97.2% | $6,935-94.7% |