| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $29,461 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,357 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,469 | $52,967+89.7% | $172,757-41.8% | $65,188+54.1% |
| Participation rate | 89.7% | 66.2%+23.5pp | 82.6%+7.0pp | 70.2%+19.5pp |
| Annual return | 18.10% | 30.12%-12.0pp | 803.06%-785.0pp | 29.38%-11.3pp |
| Employer contribution / active EE | $9,725 | $2,190+344.0% | $5,144+89.0% | $2,177+346.7% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $507 | $472+7.3% | $13,956-96.4% | $847-40.2% |