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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES, CO., L.P. Service code 26 | Advisory (Participants) | $14,799 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $28,876 | $79,523-63.7% | $140,019-79.4% | $56,289-48.7% |
| Participation rate | 59.0% | 85.7%-26.7pp | 87.5%-28.5pp | 69.9%-10.8pp |
| Annual return | 7.92% | 2.39%+5.5pp | 651.17%-643.2pp | -9.96%+17.9pp |
| Employer contribution / active EE | $634 | $3,350-81.1% | $5,605-88.7% | $2,111-70.0% |
| Participant deferral / active EE | $4,398 | $5,129-14.3% | $6,927-36.5% | $3,350+31.3% |
| Admin fee / account holder | $340 | $614-44.6% | $10,705-96.8% | $521-34.7% |