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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $15,833 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,267 |
COMPASS 360, LLC8 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 15 · EIN 20-4795685 | Recordkeeping | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,978 | $101,672-80.4% | $147,117-86.4% | $74,478-73.2% |
| Participation rate | 47.0% | 75.5%-28.5pp | 82.2%-35.2pp | 67.2%-20.2pp |
| Annual return | 12.46% | 8757.83%-8745.4pp | 420.54%-408.1pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $3,792 | $3,813-0.5% | $4,932-23.1% | $2,626+44.4% |
| Participant deferral / active EE | $571 | $7,305-92.2% | $8,065-92.9% | $4,350-86.9% |
| Admin fee / account holder | $133 | $1,753-92.4% | $12,993-99.0% | $1,946-93.2% |