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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO., LLP Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · NEW BRAUNFELS, TX 78130 | Advisory (Participants) | $25,739 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,471 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $431 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,840 | $42,901-21.1% | $91,225-62.9% | $64,819-47.8% |
| Participation rate | 54.7% | 68.1%-13.5pp | 73.2%-18.5pp | 71.5%-16.8pp |
| Annual return | -19.27% | -13.53%-5.7pp | 114.12%-133.4pp | 32.84%-52.1pp |
| Employer contribution / active EE | $1,936 | $1,571+23.2% | $2,851-32.1% | $2,507-22.8% |
| Participant deferral / active EE | $4,061 | $3,501+16.0% | $4,233-4.1% | $4,311-5.8% |
| Admin fee / account holder | $361 | $131+175.0% | $5,422-93.3% | $188+92.0% |