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 | $479,360 |
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $99,068 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $42,040 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,793 | $84,000-55.0% | $119,628-68.4% | $77,906-51.5% |
| Participation rate | 95.6% | 77.8%+17.8pp | 79.3%+16.4pp | 73.7%+21.9pp |
| Annual return | -15.91% | -11.59%-4.3pp | -14.98%-0.9pp | 12.16%-28.1pp |
| Employer contribution / active EE | $1,669 | $2,907-42.6% | $4,232-60.6% | $2,846-41.4% |
| Participant deferral / active EE | $4,545 | $4,705-3.4% | $5,601-18.9% | $4,805-5.4% |
| Admin fee / account holder | $111 | $116-4.0% | $10,330-98.9% | $133-16.1% |