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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $274 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,613 | $69,383-66.0% | $101,264-76.7% | $73,493-67.9% |
| Participation rate | 38.7% | 68.4%-29.7pp | 75.8%-37.2pp | 70.7%-32.0pp |
| Annual return | 26.19% | 18.46%+7.7pp | 46.48%-20.3pp | 28.51%-2.3pp |
| Employer contribution / active EE | $951 | $2,628-63.8% | $3,660-74.0% | $2,270-58.1% |
| Participant deferral / active EE | $2,558 | $3,301-22.5% | $4,370-41.5% | $3,740-31.6% |
| Admin fee / account holder | $0 | $704-100.0% | $5,947-100.0% | $513-100.0% |