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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST. · CAMERON, MO 64429 | Advisory (Participants) | $6,856 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $274 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,989 | $73,638-64.7% | $95,956-72.9% | $73,493-64.6% |
| Participation rate | 18.3% | 76.2%-57.8pp | 77.1%-58.8pp | 70.7%-52.4pp |
| Annual return | 20.33% | 16.78%+3.6pp | 91.63%-71.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $957 | $3,617-73.5% | $4,167-77.0% | $3,740-74.4% |
| Admin fee / account holder | $108 | $482-77.6% | $6,797-98.4% | $513-79.0% |