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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $40,265 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,474 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $154 |
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 | $196,400 | $91,439+114.8% | $135,974+44.4% | $71,511+174.6% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 21.43% | 29.90%-8.5pp | 68.30%-46.9pp | 28.86%-7.4pp |
| Employer contribution / active EE | $5,362 | $3,705+44.7% | $4,859+10.4% | $2,589+107.1% |
| Participant deferral / active EE | $9,708 | $7,093+36.9% | $7,760+25.1% | $4,291+126.3% |
| Admin fee / account holder | $736 | $1,267-41.9% | $10,767-93.2% | $1,588-53.6% |