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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) | $12,796 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $775 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 6 CITY PLACE DRIVE · ST. LOUIS, MA 63141 | Recordkeeping | $700 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $529 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,297 | $48,053-20.3% | $84,637-54.8% | $72,976-47.5% |
| Participation rate | 90.8% | 57.6%+33.2pp | 68.2%+22.6pp | 69.5%+21.3pp |
| Annual return | 84.42% | 37.39%+47.0pp | 258.82%-174.4pp | 81.02%+3.4pp |
| Employer contribution / active EE | $2,952 | $1,602+84.3% | $2,653+11.3% | $2,440+21.0% |
| Participant deferral / active EE | $6,530 | $2,681+143.6% | $3,900+67.4% | $3,608+81.0% |
| Admin fee / account holder | $229 | $3,395-93.3% | $4,914-95.3% | $5,124-95.5% |