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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $39,833 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,426 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $302 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,415 | $203,209-3.3% | $159,474+23.2% | - |
| Participation rate | 99.0% | 77.0%+22.0pp | 82.8%+16.2pp | - |
| Annual return | 17.19% | 10.23%+7.0pp | 263.68%-246.5pp | - |
| Employer contribution / active EE | $5,387 | $2,919+84.5% | $4,831+11.5% | - |
| Participant deferral / active EE | $9,821 | $5,954+65.0% | $7,353+33.6% | - |
| Admin fee / account holder | $770 | $10,627-92.8% | $10,802-92.9% | - |