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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $14,810 |
EDWARD JONES7 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,211 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $481 |
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 | $19,500 | $55,437-64.8% | $155,534-87.5% | $74,459-73.8% |
| Participation rate | 88.6% | 61.9%+26.7pp | 78.2%+10.4pp | 67.2%+21.3pp |
| Annual return | 13.46% | 269.58%-256.1pp | 64.92%-51.5pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,311 | $2,266-42.2% | $4,675-72.0% | $2,626-50.1% |
| Participant deferral / active EE | $2,448 | $2,837-13.7% | $5,630-56.5% | $4,350-43.7% |
| Admin fee / account holder | $218 | $1,742-87.5% | $15,900-98.6% | $1,945-88.8% |