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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $37,406 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,931 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,104 | $59,006+32.4% | $97,295-19.7% | $74,478+4.9% |
| Participation rate | 96.0% | 63.7%+32.3pp | 72.7%+23.4pp | 67.2%+28.8pp |
| Annual return | 16.80% | 16.04%+0.8pp | 75.62%-58.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $2,611 | $1,894+37.9% | $2,723-4.1% | $2,626-0.6% |
| Participant deferral / active EE | $10,779 | $3,671+193.6% | $4,264+152.8% | $4,350+147.8% |
| Admin fee / account holder | $228 | $1,974-88.5% | $5,646-96.0% | $1,946-88.3% |