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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 | $102,422-55.0% | $147,117-68.7% | $80,959-43.1% |
| Participation rate | 94.0% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 14.53% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,665 | $3,717-1.4% | $4,932-25.7% | $2,757+32.9% |
| Participant deferral / active EE | $6,978 | $6,652+4.9% | $8,065-13.5% | $4,300+62.3% |
| Admin fee / account holder | $51 | $7,953-99.4% | $12,993-99.6% | $6,925-99.3% |