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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $35,522 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $12,902 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,842 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,915 | $54,193-59.6% | $93,669-76.6% | $77,714-71.8% |
| Participation rate | 91.9% | 63.9%+27.9pp | 68.7%+23.1pp | 70.6%+21.3pp |
| Annual return | 12.78% | 30.54%-17.8pp | 133.59%-120.8pp | 31.26%-18.5pp |
| Employer contribution / active EE | $2,430 | $1,168+108.1% | $2,424+0.3% | $2,727-10.9% |
| Participant deferral / active EE | $3,854 | $3,144+22.6% | $4,416-12.7% | $4,649-17.1% |
| Admin fee / account holder | $224 | $576-61.1% | $8,291-97.3% | $433-48.3% |