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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D.JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $32,368 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 43-0345811 | Advisory (Participants) | $2,589 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,885 | $29,507+170.7% | $56,025+42.6% | $77,762+2.7% |
| Participation rate | 44.9% | 32.7%+12.2pp | 52.5%-7.6pp | 70.6%-25.6pp |
| Annual return | 17.44% | 18.90%-1.5pp | 1712.69%-1695.2pp | 31.27%-13.8pp |
| Employer contribution / active EE | $2,081 | $570+265.3% | $1,042+99.8% | $2,728-23.7% |
| Participant deferral / active EE | $2,036 | $1,062+91.7% | $1,955+4.1% | $4,651-56.2% |
| Admin fee / account holder | $498 | $1,041-52.2% | $2,828-82.4% | $433+15.0% |