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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) | $2,996 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $516 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,702 | $86,692-61.1% | $119,634-71.8% | $66,949-49.7% |
| Participation rate | 77.3% | 75.6%+1.7pp | 79.3%-2.0pp | 69.8%+7.5pp |
| Annual return | -19.18% | -8.00%-11.2pp | -14.98%-4.2pp | 1.57%-20.7pp |
| Employer contribution / active EE | $1,422 | $2,536-43.9% | $4,232-66.4% | $2,545-44.1% |
| Participant deferral / active EE | $4,789 | $4,360+9.8% | $5,601-14.5% | $4,239+13.0% |
| Admin fee / account holder | $28 | $755-96.3% | $10,329-99.7% | $594-95.3% |