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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD JONES & CO., LLP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,305 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,350 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 56-2755361 | Advisory (Participants) | $1,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,132 | $86,944-52.7% | $107,525-61.7% | $74,304-44.6% |
| Participation rate | 76.0% | 59.6%+16.4pp | 75.1%+0.9pp | 60.3%+15.6pp |
| Annual return | 12.51% | 23.52%-11.0pp | 181.32%-168.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $3,211 | $2,757+16.5% | $3,754-14.4% | $2,241+43.3% |
| Participant deferral / active EE | $3,736 | $3,554+5.1% | $5,116-27.0% | $3,767-0.8% |
| Admin fee / account holder | $394 | $3,727-89.4% | $8,919-95.6% | $2,969-86.7% |