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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,196 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $999 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,762 | $50,666-47.2% | $76,667-65.1% | $65,186-58.9% |
| Participation rate | 99.2% | 68.8%+30.4pp | 72.1%+27.1pp | 70.2%+29.0pp |
| Annual return | 21.26% | 28.51%-7.3pp | 1166.74%-1145.5pp | 29.39%-8.1pp |
| Employer contribution / active EE | $1,832 | $1,575+16.3% | $2,303-20.5% | $2,177-15.9% |
| Participant deferral / active EE | $2,020 | $2,647-23.7% | $3,336-39.4% | $3,514-42.5% |
| Admin fee / account holder | $50 | $463-89.1% | $6,423-99.2% | $847-94.0% |