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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,025 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $725 |
Filed as: WILSHIRE ASSOCIATES, INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,145 | $53,165-33.9% | $86,209-59.2% | $74,440-52.8% |
| Participation rate | 24.0% | 64.9%-40.9pp | 69.0%-45.0pp | 70.7%-46.7pp |
| Annual return | 20.08% | 22.64%-2.6pp | 1169.05%-1149.0pp | 34.37%-14.3pp |
| Employer contribution / active EE | $1,086 | $1,210-10.2% | $2,381-54.4% | $2,638-58.8% |
| Participant deferral / active EE | $1,778 | $3,234-45.0% | $3,986-55.4% | $4,529-60.7% |
| Admin fee / account holder | $223 | $551-59.6% | $6,853-96.8% | $348-36.0% |