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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,469 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,064 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,775 | $62,146-19.9% | $81,438-38.9% | $74,546-33.2% |
| Participation rate | 99.2% | 64.1%+35.1pp | 69.5%+29.7pp | 67.2%+32.0pp |
| Annual return | 14.41% | 16.49%-2.1pp | 24.74%-10.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,322 | $1,883+23.3% | $2,460-5.6% | $2,624-11.5% |
| Participant deferral / active EE | $3,126 | $3,229-3.2% | $3,883-19.5% | $4,347-28.1% |
| Admin fee / account holder | $91 | $1,922-95.3% | $5,764-98.4% | $1,944-95.3% |