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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT STREET · ST. LOUIS, MO 63131 | Advisory (Participants) | $32,715 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,124 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $4,955 |
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 | $51,650 | $89,465-42.3% | $165,071-68.7% | $77,736-33.6% |
| Participation rate | 89.6% | 78.6%+10.9pp | 78.6%+10.9pp | 70.6%+19.0pp |
| Annual return | 12.42% | 28.86%-16.4pp | 70.17%-57.7pp | 31.26%-18.8pp |
| Employer contribution / active EE | $1,257 | $2,565-51.0% | $4,347-71.1% | $2,728-53.9% |
| Participant deferral / active EE | $4,324 | $4,904-11.8% | $6,035-28.3% | $4,651-7.0% |
| Admin fee / account holder | $276 | $340-18.8% | $12,695-97.8% | $433-36.3% |