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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $25,299 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,024 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 640 · BUFFALO, NY 142010640 | Recordkeeping | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,636 | $59,402+32.4% | $93,654-16.0% | $74,546+5.5% |
| Participation rate | 46.5% | 59.7%-13.2pp | 68.7%-22.2pp | 67.2%-20.7pp |
| Annual return | 14.81% | 81.86%-67.0pp | 133.34%-118.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $279 | $1,265-78.0% | $2,421-88.5% | $2,624-89.4% |
| Participant deferral / active EE | $2,100 | $3,049-31.1% | $4,413-52.4% | $4,347-51.7% |
| Admin fee / account holder | $475 | $3,023-84.3% | $8,282-94.3% | $1,944-75.6% |