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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES10+ years Filed as: EDWARD JONES & CO. L P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $21,846 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $4,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,982 | $101,539-48.8% | $147,041-64.6% | $74,400-30.1% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 13.28% | 8740.84%-8727.6pp | 419.21%-405.9pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $3,693 | $3,811-3.1% | $4,935-25.2% | $2,624+40.7% |
| Participant deferral / active EE | $6,373 | $7,304-12.7% | $8,071-21.0% | $4,348+46.6% |
| Admin fee / account holder | $208 | $1,749-88.1% | $13,006-98.4% | $1,944-89.3% |