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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,932 |
EDWARD JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 | Advisory (Participants) | $15,932 |
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $936 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $910 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,535-100.0% | $105,223-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | -103.80% | 237.85%-341.7pp | 180.65%-284.4pp | 220.34%-324.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |