See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1255 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Participants) | $10,769 |
Filed as: WILLSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $861 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,598 | $47,977-17.5% | $154,107-74.3% | $56,287-29.6% |
| Participation rate | 42.8% | 66.2%-23.4pp | 83.0%-40.2pp | 69.9%-27.1pp |
| Annual return | -6.86% | 3.54%-10.4pp | 735.12%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,371 | $2,169-36.8% | $5,298-74.1% | $2,111-35.0% |
| Participant deferral / active EE | $2,696 | $2,392+12.7% | $5,081-46.9% | $3,350-19.5% |
| Admin fee / account holder | $18 | $438-95.9% | $13,411-99.9% | $521-96.6% |