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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $24,221 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,600 | $76,371-54.7% | $93,621-63.0% | $72,976-52.6% |
| Participation rate | 75.6% | 71.8%+3.8pp | 75.8%-0.3pp | 69.5%+6.1pp |
| Annual return | 21.35% | 25.82%-4.5pp | 32.76%-11.4pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,233 | $2,276-1.9% | $2,719-17.9% | $2,440-8.5% |
| Participant deferral / active EE | $3,437 | $3,538-2.9% | $4,070-15.5% | $3,608-4.7% |
| Admin fee / account holder | $284 | $6,839-95.8% | $7,890-96.4% | $5,124-94.5% |