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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,427 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,817 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $521 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,315 | $63,114-77.3% | $92,909-84.6% | $65,185-78.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 21.17% | 28.75%-7.6pp | 109.44%-88.3pp | 29.38%-8.2pp |
| Employer contribution / active EE | $497 | $2,571-80.6% | $3,653-86.4% | $2,177-77.1% |
| Participant deferral / active EE | $2,825 | $3,108-9.1% | $4,238-33.3% | $3,514-19.6% |
| Admin fee / account holder | $143 | $624-77.1% | $5,795-97.5% | $847-83.1% |