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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 53 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Insurance Commissions | $3,539 |
Filed as: DYATECH LLC Service code 15 805 S WHEATLEY ST STE 600 · RIDGELAND, MS 39157 | Recordkeeping | $389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,945 | $42,546-79.0% | $71,796-87.5% | $55,167-83.8% |
| Participation rate | 46.6% | 59.1%-12.6pp | 69.1%-22.6pp | 69.0%-22.4pp |
| Annual return | 5.05% | 12.36%-7.3pp | 78.04%-73.0pp | 169.23%-164.2pp |
| Employer contribution / active EE | $469 | $803-41.6% | $1,924-75.6% | $1,963-76.1% |
| Participant deferral / active EE | $1,582 | $2,064-23.3% | $2,794-43.4% | $3,054-48.2% |
| Admin fee / account holder | $13 | $650-97.9% | $4,815-99.7% | $504-97.4% |