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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) | $9,563 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $383 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,374 | $43,749-67.1% | $158,223-90.9% | $65,306-78.0% |
| Participation rate | 64.1% | 56.9%+7.2pp | 79.2%-15.1pp | 57.7%+6.4pp |
| Annual return | 11.24% | 19.41%-8.2pp | 52.09%-40.8pp | 21.94%-10.7pp |
| Employer contribution / active EE | $575 | $1,497-61.6% | $4,109-86.0% | $1,967-70.8% |
| Participant deferral / active EE | $1,449 | $2,019-28.2% | $5,467-73.5% | $2,959-51.0% |
| Admin fee / account holder | $194 | $1,930-89.9% | $16,047-98.8% | $3,480-94.4% |