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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1+ years Filed as: EDWARD D. JONES & CO, L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $16,940 |
SUNWEST PENSIONS1+ years Service code 13 · EIN 86-0922116 PO BOX 7850 · TEMPE, AZ 852800850 | Contract Administrator | $9,342 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,200 |
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 | $14,317 | $62,543-77.1% | $83,323-82.8% | $55,725-74.3% |
| Participation rate | 33.5% | 78.4%-44.9pp | 77.8%-44.3pp | 70.9%-37.4pp |
| Annual return | -15.71% | 14.85%-30.6pp | 10.63%-26.3pp | 244.93%-260.6pp |
| Employer contribution / active EE | $537 | $2,427-77.9% | $3,379-84.1% | $2,078-74.1% |
| Participant deferral / active EE | $2,603 | $5,682-54.2% | $5,565-53.2% | $3,356-22.4% |
| Admin fee / account holder | $182 | $103+76.4% | $7,539-97.6% | $115+57.9% |