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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,327 |
TRITON WEALTH MANAGEMENT1 year Service code 26 · EIN 81-1268969 | Advisory (Participants) | $2,925 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $936 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,377 | $53,216-82.4% | $155,534-94.0% | $199,960-95.3% |
| Participation rate | 11.8% | 64.1%-52.3pp | 78.2%-66.4pp | 72.0%-60.2pp |
| Annual return | 49.24% | 41.18%+8.1pp | 64.92%-15.7pp | 34.28%+15.0pp |
| Employer contribution / active EE | $111 | $1,848-94.0% | $4,675-97.6% | $3,036-96.3% |
| Participant deferral / active EE | $459 | $3,164-85.5% | $5,630-91.8% | $5,087-91.0% |
| Admin fee / account holder | $83 | $186-55.1% | $15,900-99.5% | $269-69.1% |