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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES Service code 99 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Other Fees | $22,419 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,755 |
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 | $87,122 | $101,539-14.2% | $147,041-40.8% | $74,400+17.1% |
| Participation rate | 57.7% | 75.5%-17.8pp | 82.2%-24.5pp | 67.2%-9.5pp |
| Annual return | 13.88% | 8740.84%-8727.0pp | 419.21%-405.3pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $1,819 | $3,811-52.3% | $4,935-63.1% | $2,624-30.7% |
| Participant deferral / active EE | $3,382 | $7,304-53.7% | $8,071-58.1% | $4,348-22.2% |
| Admin fee / account holder | $339 | $1,749-80.6% | $13,006-97.4% | $1,944-82.5% |