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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,597 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC( Service code 26 · EIN 95-2755361 | Advisory (Participants) | $117 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,857 | $65,061-91.0% | $143,757-95.9% | $66,914-91.2% |
| Participation rate | 77.6% | 65.2%+12.5pp | 80.3%-2.7pp | 69.8%+7.8pp |
| Annual return | -21.40% | -11.14%-10.3pp | -0.04%-21.4pp | 1.58%-23.0pp |
| Employer contribution / active EE | $1,249 | $2,361-47.1% | $4,951-74.8% | $2,544-50.9% |
| Participant deferral / active EE | $1,670 | $2,919-42.8% | $5,637-70.4% | $4,237-60.6% |
| Admin fee / account holder | $82 | $502-83.7% | $14,673-99.4% | $593-86.2% |