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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,414 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,091 | $102,429-55.0% | $147,096-68.7% | $80,925-43.0% |
| Participation rate | 94.0% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 14.53% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $3,665 | $3,716-1.4% | $4,936-25.8% | $2,756+33.0% |
| Participant deferral / active EE | $6,978 | $6,649+5.0% | $8,071-13.5% | $4,299+62.3% |
| Admin fee / account holder | $51 | $7,957-99.4% | $13,005-99.6% | $6,940-99.3% |