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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,194 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $346 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,734 | $54,573-45.5% | $90,965-67.3% | $73,493-59.5% |
| Participation rate | 32.9% | 61.2%-28.3pp | 69.0%-36.1pp | 70.7%-37.8pp |
| Annual return | 17.73% | 16.69%+1.0pp | 134.57%-116.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,035 | $991+4.4% | $2,122-51.2% | $2,270-54.4% |
| Participant deferral / active EE | $1,540 | $2,517-38.8% | $3,373-54.3% | $3,740-58.8% |
| Admin fee / account holder | $245 | $521-52.9% | $5,960-95.9% | $513-52.2% |