| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $22,523 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,409 | $55,453+59.4% | $170,435-48.1% | $62,293+41.9% |
| Participation rate | 94.5% | 66.4%+28.1pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 14.41% | 21.38%-7.0pp | 205.94%-191.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $9,239 | $2,164+327.0% | $5,432+70.1% | $2,042+352.4% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $8 | $455-98.2% | $13,881-99.9% | $479-98.3% |