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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD JONES & CO, LP Service code 26 · EIN 43-0345811 201 PROGRESS PARKWAY · MARYLAND HEIGHTS, MO 63043 | Advisory (Participants) | $23,816 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,642 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $700 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,393 | $88,672-39.8% | $105,223-49.3% | $82,448-35.2% |
| Participation rate | 83.3% | 67.9%+15.4pp | 75.0%+8.3pp | 68.1%+15.3pp |
| Annual return | 7.93% | 30.86%-22.9pp | 180.65%-172.7pp | 41.64%-33.7pp |
| Employer contribution / active EE | $293 | $3,048-90.4% | $3,689-92.1% | $2,551-88.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $562 | $7,146-92.1% | $8,859-93.7% | $7,234-92.2% |