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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,816 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,902 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 49 · EIN 04-1590850 | Other Services | $12,580 |
WALKER BENEFITS, LLC5+ years Service code 50 · EIN 32-0453512 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Direct Payment | $8,468 |
EDWARD JONES1 year Service code 27 | Advisory (Plan) | $5,004 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,252 | $49,138+53.1% | $84,021-10.4% | $65,185+15.4% |
| Participation rate | 45.3% | 60.7%-15.4pp | 69.0%-23.7pp | 70.2%-24.9pp |
| Annual return | 22.65% | 23.00%-0.4pp | 71.32%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $785 | $914-14.0% | $1,984-60.4% | $2,177-63.9% |
| Participant deferral / active EE | $2,029 | $2,397-15.3% | $3,239-37.3% | $3,514-42.2% |
| Admin fee / account holder | $616 | $543+13.5% | $6,102-89.9% | $847-27.2% |