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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 | Advisory (Participants) | $18,826 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,321 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,076 |
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.)
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 | $50,582 | $37,440+35.1% | $77,081-34.4% | $66,930-24.4% |
| Participation rate | 60.1% | 52.9%+7.2pp | 67.9%-7.8pp | 69.8%-9.7pp |
| Annual return | -14.47% | -3.26%-11.2pp | 42.33%-56.8pp | 1.57%-16.0pp |
| Employer contribution / active EE | $320 | $1,534-79.2% | $2,813-88.6% | $2,545-87.4% |
| Participant deferral / active EE | $2,648 | $2,620+1.1% | $4,428-40.2% | $4,238-37.5% |
| Admin fee / account holder | $395 | $568-30.4% | $5,427-92.7% | $593-33.4% |