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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES & CO. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROA · ST LOUIS, MO 63131 | Advisory (Participants) | $1,130 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $100 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $59 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,754 | $36,767-35.4% | $81,473-70.8% | $62,293-61.9% |
| Participation rate | 6.5% | 54.4%-47.9pp | 68.0%-61.4pp | 69.5%-63.0pp |
| Annual return | 20.01% | 173.80%-153.8pp | 38.78%-18.8pp | 28.90%-8.9pp |
| Employer contribution / active EE | $114 | $1,128-89.9% | $2,568-95.5% | $2,042-94.4% |
| Participant deferral / active EE | $211 | $2,111-90.0% | $3,537-94.0% | $3,169-93.3% |
| Admin fee / account holder | $127 | $797-84.1% | $4,561-97.2% | $479-73.5% |