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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD JONES & CO, L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $44,230 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,310 | $83,023-4.5% | $102,437-22.6% | $77,762+2.0% |
| Participation rate | 71.1% | 71.5%-0.4pp | 74.5%-3.4pp | 70.6%+0.5pp |
| Annual return | 16.16% | 19.12%-3.0pp | 24.95%-8.8pp | 31.27%-15.1pp |
| Employer contribution / active EE | $1,561 | $3,552-56.1% | $3,871-59.7% | $2,728-42.8% |
| Participant deferral / active EE | $3,264 | $4,110-20.6% | $5,060-35.5% | $4,651-29.8% |
| Admin fee / account holder | $454 | $639-28.9% | $8,388-94.6% | $433+5.0% |