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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.O. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,274 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,836 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2775536 | Advisory (Participants) | $485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,828 | $55,470-71.5% | $155,556-89.8% | $74,478-78.7% |
| Participation rate | 0.0% | 61.9%-61.9pp | 78.2%-78.2pp | 67.2%-67.2pp |
| Annual return | 10.29% | 269.80%-259.5pp | 64.84%-54.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,309 | $2,267-42.2% | $4,675-72.0% | $2,626-50.1% |
| Participant deferral / active EE | $1,400 | $2,838-50.7% | $5,631-75.1% | $4,350-67.8% |
| Admin fee / account holder | $46 | $1,744-97.4% | $15,885-99.7% | $1,946-97.6% |