Filed April 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,936 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,400 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $635 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,395 | $54,729-71.9% | $86,235-82.1% | $71,529-78.5% |
| Participation rate | 91.7% | 60.1%+31.6pp | 69.0%+22.7pp | 67.9%+23.7pp |
| Annual return | 20.40% | 20.07%+0.3pp | 1170.03%-1149.6pp | 28.97%-8.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,090 | $3,110-0.6% | $3,987-22.5% | $4,291-28.0% |
| Admin fee / account holder | $153 | $1,921-92.0% | $6,856-97.8% | $1,588-90.3% |