Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO. , L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $13,898 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,034 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,519 | $57,352-18.9% | $83,830-44.5% | $64,173-27.5% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.9pp |
| Annual return | -4.42% | 11.38%-15.8pp | 850.97%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $809 | $2,546-68.2% | $3,631-77.7% | $2,381-66.0% |
| Participant deferral / active EE | $2,453 | $2,993-18.1% | $4,082-39.9% | $3,470-29.3% |
| Admin fee / account holder | $437 | $4,046-89.2% | $5,479-92.0% | $4,887-91.1% |