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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,737 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $939 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $557 |
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 | $60,220 | $59,813+0.7% | $79,580-24.3% | $68,486-12.1% |
| Participation rate | 61.6% | 61.1%+0.6pp | 69.5%-7.8pp | 67.9%-6.2pp |
| Annual return | -21.02% | -12.30%-8.7pp | 0.15%-21.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $619 | $1,505-58.9% | $2,413-74.4% | $2,597-76.2% |
| Participant deferral / active EE | $2,112 | $3,024-30.2% | $3,985-47.0% | $4,028-47.6% |
| Admin fee / account holder | $510 | $4,835-89.4% | $6,835-92.5% | $5,404-90.6% |