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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,229 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,196 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,679 | $50,902+7.4% | $155,534-64.8% | $77,736-29.7% |
| Participation rate | 27.3% | 63.1%-35.8pp | 78.2%-50.9pp | 70.6%-43.3pp |
| Annual return | 10.89% | 34.85%-24.0pp | 64.92%-54.0pp | 31.26%-20.4pp |
| Employer contribution / active EE | $204 | $1,991-89.8% | $4,675-95.6% | $2,728-92.5% |
| Participant deferral / active EE | $1,865 | $2,824-34.0% | $5,630-66.9% | $4,651-59.9% |
| Admin fee / account holder | $134 | $437-69.3% | $15,900-99.2% | $433-69.0% |