Filed July 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $364,891 |
EDWARD JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $53,594 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS INC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,514 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $254,759-100.0% | $216,567-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | 9.66% | 10.04%-0.4pp | 12.94%-3.3pp | 202.70%-193.0pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |