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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 1316 NORTH WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $36,096 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,596 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · CAMERON, MO 64429 | Advisory (Participants) | $2,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,172 | $50,919-54.5% | $155,556-85.1% | $77,762-70.2% |
| Participation rate | 54.8% | 63.1%-8.3pp | 78.2%-23.4pp | 70.6%-15.8pp |
| Annual return | 15.87% | 34.84%-19.0pp | 64.84%-49.0pp | 31.27%-15.4pp |
| Employer contribution / active EE | $780 | $1,991-60.8% | $4,675-83.3% | $2,728-71.4% |
| Participant deferral / active EE | $2,516 | $2,824-10.9% | $5,631-55.3% | $4,651-45.9% |
| Admin fee / account holder | $218 | $437-50.1% | $15,885-98.6% | $433-49.7% |