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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,772 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,162 |
BENEFIT PLANNING CONSULTANTS2 years Filed as: BENEFIT PLANNING CONSULTANTS, INC Service code 15 · EIN 36-3036100 | Recordkeeping | $1,075 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 27 · EIN 95-2755361 | Advisory (Plan) | $591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,709 | $57,384-30.8% | $106,387-62.7% | $56,289-29.5% |
| Participation rate | 72.6% | 71.3%+1.3pp | 77.5%-4.8pp | 69.9%+2.8pp |
| Annual return | -6.05% | 5.91%-12.0pp | 0.25%-6.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $997 | $2,348-57.5% | $3,520-71.7% | $2,111-52.8% |
| Participant deferral / active EE | $2,134 | $3,799-43.8% | $5,421-60.6% | $3,350-36.3% |
| Admin fee / account holder | $337 | $566-40.5% | $7,510-95.5% | $521-35.3% |