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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $2,311 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $144 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $92 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,878 | $37,463-49.6% | $77,096-75.5% | $66,938-71.8% |
| Participation rate | 19.5% | 52.9%-33.4pp | 67.9%-48.4pp | 69.8%-50.3pp |
| Annual return | -16.01% | -3.25%-12.8pp | 42.35%-58.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $428 | $1,535-72.1% | $2,814-84.8% | $2,545-83.2% |
| Participant deferral / active EE | $565 | $2,621-78.5% | $4,429-87.2% | $4,238-86.7% |
| Admin fee / account holder | $207 | $568-63.5% | $5,428-96.2% | $594-65.0% |