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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $12,306 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $985 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,115 | $62,409+7.5% | $120,574-44.3% | $74,459-9.9% |
| Participation rate | 28.2% | 56.8%-28.6pp | 71.9%-43.8pp | 67.2%-39.0pp |
| Annual return | 12.33% | 18.62%-6.3pp | 107.42%-95.1pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,100 | $1,847-40.4% | $3,471-68.3% | $2,626-58.1% |
| Participant deferral / active EE | $2,165 | $2,888-25.0% | $4,996-56.7% | $4,350-50.2% |
| Admin fee / account holder | $745 | $2,394-68.9% | $9,445-92.1% | $1,945-61.7% |