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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $49,478 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,498 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $172 |
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 | $214,905 | $101,672+111.4% | $147,117+46.1% | $74,478+188.5% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 18.40% | 8757.83%-8739.4pp | 420.54%-402.1pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $5,691 | $3,813+49.2% | $4,932+15.4% | $2,626+116.7% |
| Participant deferral / active EE | $9,304 | $7,305+27.4% | $8,065+15.4% | $4,350+113.9% |
| Admin fee / account holder | $774 | $1,753-55.8% | $12,993-94.0% | $1,946-60.2% |