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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $4,468 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $179 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,835 | $33,067-52.1% | $76,523-79.3% | $56,287-71.9% |
| Participation rate | 31.8% | 55.4%-23.6pp | 68.0%-36.2pp | 69.9%-38.1pp |
| Annual return | -8.01% | 2.72%-10.7pp | -0.27%-7.7pp | -9.96%+1.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,893 | $2,240+29.2% | $3,835-24.6% | $3,350-13.6% |
| Admin fee / account holder | $135 | $537-74.9% | $4,848-97.2% | $521-74.2% |