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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $30,286 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $442 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $171,385 | $99,957+71.5% | $149,745+14.5% | $73,497+133.2% |
| Participation rate | 95.1% | 75.7%+19.4pp | 82.5%+12.7pp | 70.7%+24.5pp |
| Annual return | 20.05% | 53.87%-33.8pp | 276.72%-256.7pp | 28.51%-8.5pp |
| Employer contribution / active EE | $4,882 | $3,191+53.0% | $4,646+5.1% | $2,270+115.1% |
| Participant deferral / active EE | $8,282 | $6,073+36.4% | $6,843+21.0% | $3,740+121.5% |
| Admin fee / account holder | $512 | $551-7.1% | $9,312-94.5% | $513-0.3% |