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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 91-0967757 | Advisory (Participants) | $0 |
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,023 | $59,328-22.4% | $118,946-61.3% | $73,493-37.4% |
| Participation rate | 38.8% | 62.3%-23.5pp | 75.4%-36.6pp | 70.7%-31.9pp |
| Annual return | 14.89% | 19.13%-4.2pp | 35.89%-21.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $891 | $1,803-50.6% | $3,263-72.7% | $2,270-60.8% |
| Participant deferral / active EE | $1,492 | $2,604-42.7% | $4,266-65.0% | $3,740-60.1% |
| Admin fee / account holder | $468 | $600-22.0% | $6,581-92.9% | $513-8.8% |