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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) | $18,490 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,881 |
Filed as: WILSHIRE ASSOCIATES, INC.(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $775 |
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 | $26,284 | $61,338-57.1% | $149,717-82.4% | $71,495-63.2% |
| Participation rate | 64.7% | 62.5%+2.2pp | 78.8%-14.0pp | 67.9%-3.2pp |
| Annual return | 14.48% | 35.86%-21.4pp | 134.41%-119.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,735 | $2,381-27.1% | $4,820-64.0% | $2,589-33.0% |
| Participant deferral / active EE | $3,113 | $2,919+6.6% | $5,682-45.2% | $4,291-27.5% |
| Admin fee / account holder | $332 | $1,263-73.7% | $13,213-97.5% | $1,588-79.1% |