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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,272 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $571 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,570 | $82,664-70.3% | $125,339-80.4% | $68,494-64.1% |
| Participation rate | 59.3% | 75.0%-15.7pp | 82.4%-23.0pp | 67.9%-8.5pp |
| Annual return | -18.47% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $983 | $3,381-70.9% | $4,814-79.6% | $2,596-62.2% |
| Participant deferral / active EE | $4,121 | $6,110-32.6% | $7,446-44.7% | $4,027+2.3% |
| Admin fee / account holder | $169 | $6,275-97.3% | $10,010-98.3% | $5,403-96.9% |