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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 | $50,820-54.4% | $155,567-85.1% | $77,671-70.2% |
| Participation rate | 54.8% | 63.1%-8.3pp | 78.2%-23.4pp | 70.6%-15.8pp |
| Annual return | 15.87% | 34.85%-19.0pp | 64.74%-48.9pp | 31.21%-15.3pp |
| Employer contribution / active EE | $780 | $1,993-60.9% | $4,674-83.3% | $2,726-71.4% |
| Participant deferral / active EE | $2,516 | $2,823-10.9% | $5,628-55.3% | $4,648-45.9% |
| Admin fee / account holder | $218 | $436-50.0% | $15,916-98.6% | $430-49.4% |