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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) | $17,120 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,141 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $375 |
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 | $44,713 | $65,083-31.3% | $143,788-68.9% | $66,930-33.2% |
| Participation rate | 67.0% | 65.2%+1.8pp | 80.3%-13.3pp | 69.8%-2.8pp |
| Annual return | -17.58% | -11.13%-6.4pp | -0.03%-17.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $1,693 | $2,361-28.3% | $4,952-65.8% | $2,545-33.5% |
| Participant deferral / active EE | $3,812 | $2,920+30.6% | $5,638-32.4% | $4,238-10.1% |
| Admin fee / account holder | $407 | $502-19.0% | $14,675-97.2% | $593-31.4% |