Filed May 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 | Advisory (Participants) | $5,174 |
Filed as: EDWARD D JONES & CO LP Service code 15 · EIN 43-0345811 | Recordkeeping | $1,592 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,301 | $54,573-88.5% | $90,970-93.1% | $73,497-91.4% |
| Participation rate | 72.0% | 61.2%+10.8pp | 69.0%+3.0pp | 70.7%+1.3pp |
| Annual return | 8.22% | 16.69%-8.5pp | 134.60%-126.4pp | 28.51%-20.3pp |
| Employer contribution / active EE | $243 | $991-75.5% | $2,122-88.6% | $2,270-89.3% |
| Participant deferral / active EE | $985 | $2,517-60.9% | $3,373-70.8% | $3,740-73.7% |
| Admin fee / account holder | $73 | $521-86.0% | $5,961-98.8% | $513-85.8% |