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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) | $13,501 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTAN MONICA, CA 90401 | Advisory (Participants) | $900 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $200 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,050 | $65,453-25.1% | $86,698-43.4% | $66,938-26.7% |
| Participation rate | 67.3% | 75.5%-8.2pp | 76.6%-9.3pp | 69.8%-2.5pp |
| Annual return | -17.23% | -10.89%-6.3pp | 35.95%-53.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $318 | $2,154-85.3% | $2,837-88.8% | $2,545-87.5% |
| Participant deferral / active EE | $3,176 | $4,102-22.6% | $4,656-31.8% | $4,238-25.1% |
| Admin fee / account holder | $336 | $642-47.6% | $7,493-95.5% | $594-43.4% |