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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $1,076 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $496 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,678 | $72,639-68.8% | $90,766-75.0% | $66,949-66.1% |
| Participation rate | 41.9% | 73.7%-31.8pp | 75.7%-33.8pp | 69.8%-28.0pp |
| Annual return | -17.26% | -12.28%-5.0pp | -12.16%-5.1pp | 1.57%-18.8pp |
| Employer contribution / active EE | $809 | $2,369-65.8% | $2,922-72.3% | $2,545-68.2% |
| Participant deferral / active EE | $1,909 | $3,979-52.0% | $4,565-58.2% | $4,239-55.0% |
| Admin fee / account holder | $217 | $708-69.3% | $8,446-97.4% | $594-63.4% |