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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $12,374 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,000 | $73,638-29.4% | $95,960-45.8% | $73,493-29.2% |
| Participation rate | 66.1% | 76.2%-10.1pp | 77.1%-11.0pp | 70.7%-4.6pp |
| Annual return | 14.52% | 16.78%-2.3pp | 91.63%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $292 | $1,863-84.4% | $2,541-88.5% | $2,270-87.2% |
| Participant deferral / active EE | $2,915 | $3,617-19.4% | $4,167-30.0% | $3,740-22.1% |
| Admin fee / account holder | $313 | $482-35.0% | $6,797-95.4% | $513-38.9% |