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 | $537,232 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $100,211 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $52,317 |
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 | $49,448 | $2,703,213-98.2% | $165,100-70.0% | $200,096-75.3% |
| Participation rate | 94.9% | 78.4%+16.4pp | 78.6%+16.3pp | 72.0%+22.9pp |
| Annual return | 14.52% | 17.97%-3.5pp | 70.21%-55.7pp | 34.26%-19.7pp |
| Employer contribution / active EE | $1,869 | $2,973-37.1% | $4,348-57.0% | $3,038-38.5% |
| Participant deferral / active EE | $5,055 | $5,021+0.7% | $6,035-16.3% | $5,090-0.7% |
| Admin fee / account holder | $125 | $1,999-93.7% | $12,696-99.0% | $269-53.5% |