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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $17,731 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,160 |
Filed as: WILSHIRE ASSOCIATES, INC.(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $709 |
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 | $24,311 | $65,092-62.7% | $143,799-83.1% | $66,938-63.7% |
| Participation rate | 64.7% | 65.2%-0.5pp | 80.3%-15.7pp | 69.8%-5.2pp |
| Annual return | -15.84% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,826 | $2,362-22.7% | $4,952-63.1% | $2,545-28.3% |
| Participant deferral / active EE | $3,119 | $2,920+6.8% | $5,638-44.7% | $4,238-26.4% |
| Admin fee / account holder | $353 | $502-29.8% | $14,677-97.6% | $594-40.5% |