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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 12555 MANCHESTER ROAD · AKRON, OH 44307 | Advisory (Participants) | $2,181 |
COPPERLEAP CAPITAL, LLC1 year Service code 26 · EIN 47-2687350 5904 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $1,143 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $351 |
Filed as: WILSHIRE ASSOCAITES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $103 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,493 | $37,196-85.2% | $154,111-96.4% | $55,725-90.1% |
| Participation rate | 28.4% | 64.1%-35.7pp | 83.0%-54.6pp | 70.9%-42.4pp |
| Annual return | -10.06% | 1319.68%-1329.7pp | 735.18%-745.2pp | 244.93%-255.0pp |
| Employer contribution / active EE | $243 | $1,614-84.9% | $5,298-95.4% | $2,078-88.3% |
| Participant deferral / active EE | $1,099 | $2,068-46.9% | $5,081-78.4% | $3,356-67.3% |
| Admin fee / account holder | $67 | $102-34.5% | $13,411-99.5% | $115-42.2% |