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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.O. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,113 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,120 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2775536 | Advisory (Participants) | $408 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,902 | $91,179-80.4% | $178,499-90.0% | $79,852-77.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.05% | 24.19%-7.1pp | 151.10%-134.1pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,297 | $3,256-60.1% | $5,011-74.1% | $2,471-47.5% |
| Participant deferral / active EE | $1,791 | $3,236-44.6% | $5,202-65.6% | $3,740-52.1% |
| Admin fee / account holder | $1 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |