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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $33,137 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,516 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,038 | $59,584-39.5% | $86,615-58.4% | $79,391-54.6% |
| Participation rate | 98.5% | 67.7%+30.8pp | 71.6%+26.8pp | 70.7%+27.8pp |
| Annual return | 12.76% | 23.15%-10.4pp | 63.51%-50.7pp | 116.88%-104.1pp |
| Employer contribution / active EE | $1,958 | $1,768+10.8% | $2,496-21.5% | $2,428-19.3% |
| Participant deferral / active EE | $2,414 | $3,036-20.5% | $3,699-34.8% | $4,046-40.3% |
| Admin fee / account holder | $104 | $604-82.9% | $5,830-98.2% | $627-83.5% |