| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $27,703 |
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 | $81,854 | $47,977+70.6% | $154,110-46.9% | $56,289+45.4% |
| Participation rate | 97.4% | 66.2%+31.2pp | 83.0%+14.4pp | 69.9%+27.6pp |
| Annual return | -4.50% | 3.54%-8.0pp | 735.22%-739.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $10,285 | $2,169+374.2% | $5,298+94.1% | $2,111+387.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $235 | $438-46.3% | $13,412-98.2% | $521-54.8% |