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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 | Advisory (Participants) | $13,660 |
Service code 37 · EIN 04-2647789 | Loan Processing | $844 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $781 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $33,134 | $69,383-52.2% | $101,275-67.3% | $73,497-54.9% |
| Participation rate | 45.4% | 68.4%-23.0pp | 75.8%-30.4pp | 70.7%-25.3pp |
| Annual return | 4.88% | 18.46%-13.6pp | 46.48%-41.6pp | 28.51%-23.6pp |
| Employer contribution / active EE | $993 | $2,628-62.2% | $3,660-72.9% | $2,270-56.3% |
| Participant deferral / active EE | $2,043 | $3,301-38.1% | $4,371-53.3% | $3,740-45.4% |
| Admin fee / account holder | $217 | $704-69.2% | $5,948-96.4% | $513-57.7% |