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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $29,310 |
Filed as: EDWARD D. JONES & CO. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $28,927 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,828 | $89,067-14.9% | $102,423-26.0% | $77,714-2.4% |
| Participation rate | 67.2% | 80.9%-13.7pp | 76.5%-9.3pp | 70.6%-3.4pp |
| Annual return | 28.00% | 25.01%+3.0pp | 29.42%-1.4pp | 31.26%-3.3pp |
| Employer contribution / active EE | $1,916 | $2,699-29.0% | $3,023-36.6% | $2,727-29.7% |
| Participant deferral / active EE | $5,954 | $5,147+15.7% | $5,054+17.8% | $4,649+28.1% |
| Admin fee / account holder | $314 | $236+33.1% | $9,455-96.7% | $433-27.6% |