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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 526 FRANKLIN ST · NATCHEZ, MS 391203321 | Advisory (Plan) | $68,799 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,524 | $49,693-44.6% | $70,548-61.0% | $74,440-63.0% |
| Participation rate | 28.3% | 64.7%-36.4pp | 68.3%-40.1pp | 70.7%-42.5pp |
| Annual return | 12.57% | 21.22%-8.6pp | 32.78%-20.2pp | 34.37%-21.8pp |
| Employer contribution / active EE | $700 | $1,773-60.5% | $2,975-76.5% | $2,638-73.5% |
| Participant deferral / active EE | $1,550 | $3,376-54.1% | $4,567-66.1% | $4,529-65.8% |
| Admin fee / account holder | $508 | $316+60.8% | $6,424-92.1% | $348+45.9% |