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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,191 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $771 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,550 | $49,471-18.0% | $79,583-49.0% | $66,949-39.4% |
| Participation rate | 44.7% | 61.4%-16.6pp | 69.5%-24.8pp | 69.8%-25.1pp |
| Annual return | -14.69% | 84.30%-99.0pp | 0.16%-14.8pp | 1.57%-16.3pp |
| Employer contribution / active EE | $765 | $1,266-39.6% | $2,414-68.3% | $2,545-69.9% |
| Participant deferral / active EE | $3,088 | $3,160-2.3% | $3,986-22.5% | $4,239-27.2% |
| Admin fee / account holder | $241 | $595-59.4% | $6,835-96.5% | $594-59.3% |