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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,749 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $350 |
Filed as: WILSHIRE ASSOCIATES, INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,166 | $42,367-40.6% | $79,580-68.4% | $64,819-61.2% |
| Participation rate | 26.8% | 64.7%-37.9pp | 69.5%-42.7pp | 71.5%-44.7pp |
| Annual return | -22.26% | -12.23%-10.0pp | 0.15%-22.4pp | 32.84%-55.1pp |
| Employer contribution / active EE | $1,614 | $1,181+36.7% | $2,413-33.1% | $2,507-35.6% |
| Participant deferral / active EE | $2,285 | $3,170-27.9% | $3,985-42.7% | $4,311-47.0% |
| Admin fee / account holder | $105 | $160-34.2% | $6,835-98.5% | $188-44.1% |