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 | $472,240 |
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $106,776 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $44,884 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,240 | $91,746-51.8% | $146,649-69.8% | $93,010-52.4% |
| Participation rate | 97.1% | 80.9%+16.2pp | 80.1%+17.0pp | 73.9%+23.2pp |
| Annual return | 17.23% | 18.28%-1.1pp | 22.75%-5.5pp | 158.70%-141.5pp |
| Employer contribution / active EE | $1,557 | $2,815-44.7% | $4,137-62.4% | $2,705-42.4% |
| Participant deferral / active EE | $4,489 | $4,589-2.2% | $5,506-18.5% | $4,561-1.6% |
| Admin fee / account holder | $112 | $101+11.2% | $10,281-98.9% | $152-25.8% |