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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,776 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,099 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,233 | $56,438-19.9% | $76,872-41.2% | $71,511-36.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 19.38% | 19.05%+0.3pp | 37.90%-18.5pp | 28.86%-9.5pp |
| Employer contribution / active EE | $2,024 | $1,864+8.6% | $2,533-20.1% | $2,589-21.8% |
| Participant deferral / active EE | $2,455 | $3,136-21.7% | $3,832-35.9% | $4,291-42.8% |
| Admin fee / account holder | $79 | $1,430-94.5% | $5,476-98.6% | $1,588-95.0% |