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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 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Participants) | $4,413 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,437 | $64,954-73.2% | $115,752-84.9% | $62,293-72.0% |
| Participation rate | 47.4% | 73.0%-25.6pp | 77.8%-30.4pp | 69.5%-22.1pp |
| Annual return | 12.00% | 24.87%-12.9pp | 19.41%-7.4pp | 28.90%-16.9pp |
| Employer contribution / active EE | $642 | $2,344-72.6% | $3,492-81.6% | $2,042-68.5% |
| Participant deferral / active EE | $1,484 | $3,665-59.5% | $5,204-71.5% | $3,169-53.2% |
| Admin fee / account holder | $43 | $414-89.7% | $6,278-99.3% | $479-91.1% |