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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $36,683 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,770 | $50,199-26.8% | $69,890-47.4% | $66,949-45.1% |
| Participation rate | 98.3% | 66.3%+32.0pp | 70.5%+27.8pp | 69.8%+28.5pp |
| Annual return | -15.53% | -13.85%-1.7pp | 190.84%-206.4pp | 1.57%-17.1pp |
| Employer contribution / active EE | $2,368 | $1,864+27.0% | $2,560-7.5% | $2,545-7.0% |
| Participant deferral / active EE | $2,873 | $3,112-7.7% | $3,848-25.4% | $4,239-32.2% |
| Admin fee / account holder | $104 | $600-82.7% | $6,267-98.3% | $594-82.5% |