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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $52,982 |
Filed as: EDWARD D JONES & CO, LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,131 | $93,010-66.5% | $96,538-67.8% | $74,473-58.2% |
| Participation rate | 51.4% | 71.6%-20.2pp | 74.3%-22.9pp | 70.7%-19.3pp |
| Annual return | -5.78% | 37.50%-43.3pp | 35.74%-41.5pp | 34.36%-40.1pp |
| Employer contribution / active EE | $1,606 | $3,427-53.1% | $3,740-57.1% | $2,638-39.1% |
| Participant deferral / active EE | $3,171 | $3,971-20.2% | $4,880-35.0% | $4,530-30.0% |
| Admin fee / account holder | $266 | $633-57.9% | $6,737-96.0% | $347-23.2% |