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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,363 |
EDWARD JONES2 years Service code 27 | Advisory (Plan) | $20,923 |
Filed as: EDWARD D. JONES & CO LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,094 | $54,573+54.1% | $90,970-7.6% | $73,497+14.4% |
| Participation rate | 46.3% | 61.2%-14.9pp | 69.0%-22.7pp | 70.7%-24.4pp |
| Annual return | 15.90% | 16.69%-0.8pp | 134.60%-118.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $781 | $991-21.2% | $2,122-63.2% | $2,270-65.6% |
| Participant deferral / active EE | $1,953 | $2,517-22.4% | $3,373-42.1% | $3,740-47.8% |
| Admin fee / account holder | $470 | $521-10.0% | $5,961-92.1% | $513-8.5% |