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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES & CO., L.P. Service code 26 12555 MANCHESTER RD. · ST. LOUIS, MO 63131 | Advisory (Participants) | $7,042 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
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.
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).
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 | $17,618 | $42,548-58.6% | $74,549-76.4% | $56,287-68.7% |
| Participation rate | 36.5% | 60.5%-24.0pp | 69.1%-32.7pp | 69.9%-33.4pp |
| Annual return | -6.59% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $441 | $855-48.4% | $1,961-77.5% | $2,111-79.1% |
| Participant deferral / active EE | $809 | $2,277-64.5% | $3,108-74.0% | $3,350-75.9% |
| Admin fee / account holder | $108 | $467-76.8% | $5,059-97.9% | $521-79.2% |