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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO, L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,846 |
Filed as: JOHN HANCOCK LIFE INS CO U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $728 |
Filed as: WILSHIRE ASSOC INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,660 | $109,372-72.0% | $89,414-65.7% | $158,966-80.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 18.02% | 345.55%-327.5pp | 245.50%-227.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $15,506 | $3,171+388.9% | $2,586+499.5% | $4,762+225.6% |
| Participant deferral / active EE | $29,808 | $4,598+548.2% | $3,890+666.4% | $5,983+398.2% |
| Admin fee / account holder | $20 | $6,156-99.7% | $4,883-99.6% | $11,250-99.8% |