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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · AKRON, OH 44307 | Advisory (Participants) | $1,775 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $760 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $59 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,194 | $62,928-91.7% | $172,755-97.0% | $67,579-92.3% |
| Participation rate | 68.5% | 64.5%+4.1pp | 82.6%-14.1pp | 71.3%-2.8pp |
| Annual return | 28.89% | 30.36%-1.5pp | 802.94%-774.0pp | 378.56%-349.7pp |
| Employer contribution / active EE | $335 | $1,636-79.5% | $5,144-93.5% | $2,148-84.4% |
| Participant deferral / active EE | $1,523 | $2,145-29.0% | $5,198-70.7% | $3,539-57.0% |
| Admin fee / account holder | $33 | $167-80.1% | $13,955-99.8% | $142-76.7% |