Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 138 8TH STREET · ALBANY, MN 56307 | Advisory (Plan) | $9,879 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,100 | $61,391-47.7% | $149,723-78.6% | $71,529-55.1% |
| Participation rate | 45.5% | 62.5%-17.0pp | 78.8%-33.2pp | 67.9%-22.4pp |
| Annual return | 9.33% | 35.88%-26.5pp | 134.50%-125.2pp | 28.97%-19.6pp |
| Employer contribution / active EE | $579 | $2,384-75.7% | $4,821-88.0% | $2,590-77.6% |
| Participant deferral / active EE | $943 | $2,921-67.7% | $5,682-83.4% | $4,291-78.0% |
| Admin fee / account holder | $181 | $1,264-85.7% | $13,215-98.6% | $1,588-88.6% |