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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO, LP Service code 26 · EIN 43-0345811 1316 NORTH WALNUT STREET · CAMERON, MO 64429 | Advisory (Participants) | $25,475 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,698 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $900 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $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 | $68,359 | $55,437+23.3% | $155,534-56.0% | $74,459-8.2% |
| Participation rate | 63.3% | 61.9%+1.4pp | 78.2%-14.9pp | 67.2%-3.9pp |
| Annual return | 12.82% | 269.58%-256.8pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,827 | $2,266-19.4% | $4,675-60.9% | $2,626-30.4% |
| Participant deferral / active EE | $4,152 | $2,837+46.3% | $5,630-26.3% | $4,350-4.5% |
| Admin fee / account holder | $484 | $1,742-72.2% | $15,900-97.0% | $1,945-75.1% |