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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 26 · EIN 43-0345811 1316 N. WALNUT ST · ST. LOUIS, MO 631313710 | Advisory (Participants) | $23,597 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,600 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,348 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,490 | $84,936-44.1% | $111,308-57.3% | $79,391-40.2% |
| Participation rate | 75.3% | 75.9%-0.6pp | 77.3%-2.1pp | 70.7%+4.6pp |
| Annual return | 21.74% | 17.45%+4.3pp | 54.67%-32.9pp | 116.88%-95.1pp |
| Employer contribution / active EE | $3,859 | $1,979+95.0% | $2,732+41.3% | $2,428+58.9% |
| Participant deferral / active EE | $6,811 | $3,888+75.2% | $4,487+51.8% | $4,046+68.3% |
| Admin fee / account holder | $197 | $537-63.4% | $7,965-97.5% | $627-68.6% |