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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,744 |
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).
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 | $47,894 | $80,753-40.7% | $136,298-64.9% | $62,293-23.1% |
| Participation rate | 25.8% | 73.5%-47.7pp | 81.9%-56.1pp | 69.5%-43.7pp |
| Annual return | 16.33% | 35.83%-19.5pp | 5156.27%-5139.9pp | 28.90%-12.6pp |
| Employer contribution / active EE | $858 | $2,884-70.3% | $4,696-81.7% | $2,042-58.0% |
| Participant deferral / active EE | $1,302 | $5,164-74.8% | $6,247-79.2% | $3,169-58.9% |
| Admin fee / account holder | $7 | $525-98.7% | $9,244-99.9% | $479-98.6% |