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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,119 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,069 | $28,109+53.2% | $71,086-39.4% | $56,287-23.5% |
| Participation rate | 32.5% | 40.4%-7.9pp | 54.7%-22.1pp | 69.9%-37.3pp |
| Annual return | -4.62% | -615.05%+610.4pp | 650.59%-655.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $675 | $558+21.1% | $1,088-37.9% | $2,111-68.0% |
| Participant deferral / active EE | $1,474 | $1,116+32.1% | $1,874-21.4% | $3,350-56.0% |
| Admin fee / account holder | $377 | $585-35.5% | $3,082-87.8% | $521-27.5% |