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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 | $41,016-100.0% | $152,093-100.0% | $64,097-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 77.8%-77.8pp | 55.2%-55.2pp |
| Annual return | 12.48% | 39.60%-27.1pp | 66.36%-53.9pp | 34.64%-22.2pp |
| Employer contribution / active EE | $330 | $1,342-75.4% | $4,175-92.1% | $1,891-82.6% |
| Participant deferral / active EE | $1,763 | $1,927-8.5% | $5,451-67.7% | $3,080-42.8% |
| Admin fee / account holder | $0 | $2,305-100.0% | $14,497-100.0% | $3,454-100.0% |