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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,164 |
Service code 18 · EIN 95-2755361 | Custodial (other than securities); In... | $1,495 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,393 |
Filed as: WILSHIRE ASSOCAITES, INC. Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,768 | $54,717+58.6% | $86,216+0.6% | $71,511+21.3% |
| Participation rate | 51.1% | 60.1%-9.0pp | 69.0%-17.9pp | 67.9%-16.9pp |
| Annual return | 18.96% | 20.07%-1.1pp | 1169.42%-1150.5pp | 28.86%-9.9pp |
| Employer contribution / active EE | $939 | $1,267-25.8% | $2,382-60.6% | $2,589-63.7% |
| Participant deferral / active EE | $2,625 | $3,110-15.6% | $3,986-34.1% | $4,291-38.8% |
| Admin fee / account holder | $389 | $1,922-79.8% | $6,853-94.3% | $1,588-75.5% |