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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,042 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $803 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $239 |
Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,446 | $43,133+7.7% | $89,435-48.1% | $73,497-36.8% |
| Participation rate | 76.7% | 55.0%+21.8pp | 68.0%+8.7pp | 70.7%+6.0pp |
| Annual return | 35.14% | 135.66%-100.5pp | 245.55%-210.4pp | 28.51%+6.6pp |
| Employer contribution / active EE | $2,743 | $1,438+90.7% | $2,587+6.0% | $2,270+20.8% |
| Participant deferral / active EE | $5,254 | $2,445+114.9% | $3,890+35.0% | $3,740+40.5% |
| Admin fee / account holder | $167 | $444-62.3% | $4,884-96.6% | $513-67.4% |