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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Filed as: EDWARD D JONES & CO, L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT · CAMERON, MO 64429 | Advisory (Participants) | $8,240 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $882 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $412 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,734 | $77,899-74.7% | $149,673-86.8% | $75,163-73.7% |
| Participation rate | 78.1% | 65.6%+12.5pp | 78.8%-0.6pp | 67.2%+10.9pp |
| Annual return | 13.74% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,656 | $3,137-47.2% | $4,818-65.6% | $2,670-38.0% |
| Participant deferral / active EE | $1,351 | $3,411-60.4% | $5,680-76.2% | $4,125-67.3% |
| Admin fee / account holder | $29 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |