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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,516 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $402 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,367 | $88,203-47.4% | $165,100-71.9% | $74,478-37.7% |
| Participation rate | 89.1% | 73.1%+16.0pp | 78.6%+10.5pp | 67.2%+21.9pp |
| Annual return | 15.09% | 17.13%-2.0pp | 70.21%-55.1pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,676 | $2,601-35.5% | $4,348-61.5% | $2,626-36.2% |
| Participant deferral / active EE | $5,524 | $4,505+22.6% | $6,035-8.5% | $4,350+27.0% |
| Admin fee / account holder | $24 | $2,235-98.9% | $12,696-99.8% | $1,946-98.8% |