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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,221 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $809 |
Filed as: WILSHIRE ASSOCIATES, INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,527 | $65,185-65.4% | $61,048-63.1% | $65,185-65.4% |
| Participation rate | 38.5% | 70.2%-31.7pp | 79.3%-40.8pp | 70.2%-31.7pp |
| Annual return | 18.57% | 29.38%-10.8pp | 26.18%-7.6pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,190 | $2,177-45.3% | $3,716-68.0% | $2,177-45.3% |
| Participant deferral / active EE | $1,940 | $3,514-44.8% | $4,470-56.6% | $3,514-44.8% |
| Admin fee / account holder | $202 | $847-76.2% | $3,728-94.6% | $847-76.2% |