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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,665 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,534 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,033 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,727 | $80,724-74.3% | $103,333-79.9% | $74,495-72.2% |
| Participation rate | 96.0% | 65.7%+30.3pp | 74.5%+21.4pp | 67.2%+28.8pp |
| Annual return | 11.90% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,296 | $3,157-59.0% | $3,868-66.5% | $2,623-50.6% |
| Participant deferral / active EE | $3,802 | $3,860-1.5% | $5,057-24.8% | $4,346-12.5% |
| Admin fee / account holder | $178 | $2,368-92.5% | $8,355-97.9% | $1,942-90.8% |