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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 1255 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $6,368 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,712 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,900 | $89,367-72.1% | $141,191-82.4% | $72,975-65.9% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 25.42% | 111.87%-86.5pp | 71.41%-46.0pp | 81.01%-55.6pp |
| Employer contribution / active EE | $7,080 | $3,115+127.3% | $4,736+49.5% | $2,440+190.2% |
| Participant deferral / active EE | $5,387 | $5,419-0.6% | $6,710-19.7% | $3,608+49.3% |
| Admin fee / account holder | $424 | $5,957-92.9% | $10,264-95.9% | $5,124-91.7% |