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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $12,949 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 | Advisory (Participants) | $12,949 |
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $880 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $740 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,854 | $80,724-30.8% | $103,333-45.9% | $74,495-25.0% |
| Participation rate | 27.0% | 65.7%-38.7pp | 74.5%-47.5pp | 67.2%-40.2pp |
| Annual return | 11.11% | 27.56%-16.5pp | 24.88%-13.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $898 | $3,157-71.6% | $3,868-76.8% | $2,623-65.8% |
| Participant deferral / active EE | $1,989 | $3,860-48.5% | $5,057-60.7% | $4,346-54.2% |
| Admin fee / account holder | $357 | $2,368-84.9% | $8,355-95.7% | $1,942-81.6% |