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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,248 |
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.
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 | $33,531 | $54,590-38.6% | $81,716-59.0% | $73,493-54.4% |
| Participation rate | 49.0% | 68.3%-19.3pp | 72.0%-23.0pp | 70.7%-21.6pp |
| Annual return | 14.01% | 17.74%-3.7pp | 29.49%-15.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $394 | $1,636-75.9% | $4,310-90.9% | $2,270-82.7% |
| Participant deferral / active EE | $1,643 | $2,759-40.4% | $7,108-76.9% | $3,740-56.1% |
| Admin fee / account holder | $164 | $592-72.3% | $5,159-96.8% | $513-68.0% |