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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 N WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $20,562 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,890 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,645 |
WESPAC PLAN SERVICES, LLC8+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $0 |
WESPAC PLAN SERVICES, LLC8+ years Service code 15 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,642 | $89,588-56.9% | $133,698-71.1% | $77,762-50.3% |
| Participation rate | 33.1% | 74.3%-41.2pp | 76.4%-43.3pp | 70.6%-37.5pp |
| Annual return | -9.82% | 17.42%-27.2pp | 580.90%-590.7pp | 31.27%-41.1pp |
| Employer contribution / active EE | $905 | $3,491-74.1% | $4,218-78.5% | $2,728-66.8% |
| Participant deferral / active EE | $1,758 | $5,592-68.6% | $7,016-74.9% | $4,651-62.2% |
| Admin fee / account holder | $276 | $539-48.9% | $6,703-95.9% | $433-36.3% |