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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 | $101,653-48.9% | $147,080-64.7% | $74,459-30.2% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 13.28% | 8754.98%-8741.7pp | 420.17%-406.9pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $3,693 | $3,813-3.1% | $4,933-25.1% | $2,626+40.7% |
| Participant deferral / active EE | $6,373 | $7,304-12.7% | $8,066-21.0% | $4,350+46.5% |
| Admin fee / account holder | $208 | $1,752-88.1% | $12,989-98.4% | $1,945-89.3% |