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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES Service code 26 · EIN 43-0345811 1316 NORTH WALNUT STREET · CAMERON, MO 64429 | Advisory (Participants) | $8,272 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,614 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $43,749-100.0% | $158,223-100.0% | $65,306-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 79.2%-79.2pp | 57.7%-57.7pp |
| Annual return | 12.48% | 19.41%-6.9pp | 52.09%-39.6pp | 21.94%-9.5pp |
| Employer contribution / active EE | $330 | $1,497-78.0% | $4,109-92.0% | $1,967-83.2% |
| Participant deferral / active EE | $1,763 | $2,019-12.7% | $5,467-67.8% | $2,959-40.4% |
| Admin fee / account holder | $0 | $1,930-100.0% | $16,047-100.0% | $3,480-100.0% |