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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $16,975 |
Filed as: WILSHIRE ASSOCIATS INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,029 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $180 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,033 | $91,559-35.5% | $133,959-55.9% | $79,858-26.1% |
| Participation rate | 76.1% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.5pp |
| Annual return | 14.23% | 61.85%-47.6pp | 45.09%-30.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,953 | $2,384-18.1% | $3,919-50.2% | $2,471-21.0% |
| Participant deferral / active EE | $3,390 | $3,734-9.2% | $5,047-32.8% | $3,740-9.4% |
| Admin fee / account holder | $43 | $6,321-99.3% | $8,928-99.5% | $5,306-99.2% |