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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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,016-65.0% | $152,093-90.5% | $64,097-77.6% |
| Participation rate | 64.1% | 51.3%+12.7pp | 77.8%-13.7pp | 55.2%+8.9pp |
| Annual return | 11.24% | 39.60%-28.4pp | 66.36%-55.1pp | 34.64%-23.4pp |
| Employer contribution / active EE | $575 | $1,342-57.2% | $4,175-86.2% | $1,891-69.6% |
| Participant deferral / active EE | $1,449 | $1,927-24.8% | $5,451-73.4% | $3,080-53.0% |
| Admin fee / account holder | $194 | $2,305-91.6% | $14,497-98.7% | $3,454-94.4% |