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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) | $3,903 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $428 |
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 | $43,128 | $91,760-53.0% | $156,181-72.4% | $67,986-36.6% |
| Participation rate | 92.9% | 65.0%+27.8pp | 78.8%+14.0pp | 57.2%+35.6pp |
| Annual return | 17.82% | 18.14%-0.3pp | 64.87%-47.1pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,682 | $2,419-30.5% | $4,294-60.8% | $2,019-16.7% |
| Participant deferral / active EE | $4,381 | $3,960+10.6% | $6,132-28.6% | $3,358+30.5% |
| Admin fee / account holder | $16 | $3,949-99.6% | $14,586-99.9% | $3,203-99.5% |