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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,780 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $575 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,813 | $81,948-80.7% | $90,766-82.6% | $64,824-75.6% |
| Participation rate | 53.9% | 80.5%-26.6pp | 75.7%-21.8pp | 71.5%-17.6pp |
| Annual return | -18.42% | -12.53%-5.9pp | -12.16%-6.3pp | 32.84%-51.3pp |
| Employer contribution / active EE | $964 | $3,067-68.6% | $2,922-67.0% | $2,507-61.6% |
| Participant deferral / active EE | $1,993 | $4,844-58.9% | $4,565-56.3% | $4,311-53.8% |
| Admin fee / account holder | $190 | $157+21.1% | $8,446-97.7% | $188+1.2% |