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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 1316 NORTH WALNUT ST. · CAMERON, MT 64429 | Advisory (Participants) | $38,129 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,577 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,179 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,422 | $95,880-51.6% | $107,525-56.8% | $85,563-45.7% |
| Participation rate | 74.8% | 70.1%+4.7pp | 75.1%-0.3pp | 66.0%+8.9pp |
| Annual return | 19.89% | 68.06%-48.2pp | 181.32%-161.4pp | 31.51%-11.6pp |
| Employer contribution / active EE | $3,219 | $3,812-15.6% | $3,754-14.2% | $2,654+21.3% |
| Participant deferral / active EE | $5,404 | $4,201+28.6% | $5,116+5.6% | $4,375+23.5% |
| Admin fee / account holder | $468 | $1,025-54.4% | $8,919-94.8% | $834-43.9% |