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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,470 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMERON, MT 64429 | Advisory (Participants) | $16,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,355 | $59,448-55.7% | $93,696-71.9% | $74,459-64.6% |
| Participation rate | 40.2% | 59.6%-19.4pp | 68.7%-28.5pp | 67.2%-27.0pp |
| Annual return | 32.02% | 82.11%-50.1pp | 133.74%-101.7pp | 1369.70%-1337.7pp |
| Employer contribution / active EE | $600 | $1,266-52.6% | $2,422-75.2% | $2,626-77.1% |
| Participant deferral / active EE | $1,087 | $3,052-64.4% | $4,417-75.4% | $4,350-75.0% |
| Admin fee / account holder | $245 | $3,027-91.9% | $8,287-97.0% | $1,945-87.4% |