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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 | $101,591+111.5% | $147,096+46.1% | $74,429+188.7% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 18.40% | 8746.45%-8728.1pp | 419.75%-401.4pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $5,691 | $3,813+49.3% | $4,936+15.3% | $2,625+116.8% |
| Participant deferral / active EE | $9,304 | $7,302+27.4% | $8,071+15.3% | $4,348+114.0% |
| Admin fee / account holder | $774 | $1,750-55.8% | $13,005-94.0% | $1,944-60.2% |