Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $713 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,299 | $48,795+138.3% | $65,493+77.6% | $84,808+37.1% |
| Participation rate | 89.2% | 67.0%+22.3pp | 73.1%+16.2pp | 68.3%+20.9pp |
| Annual return | 15.15% | 20.20%-5.0pp | 982.45%-967.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $8,955 | $1,930+364.1% | $2,574+247.9% | $2,631+240.4% |
| Participant deferral / active EE | $7,959 | $2,928+171.8% | $3,961+100.9% | $4,212+89.0% |
| Admin fee / account holder | $390 | $3,877-89.9% | $5,028-92.2% | $7,344-94.7% |