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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 17 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 631313729 | Pension Consulting | $5,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,327 | $39,286+5.2% | $80,741-48.8% | $79,391-47.9% |
| Participation rate | 26.3% | 41.0%-14.7pp | 54.2%-27.9pp | 70.7%-44.4pp |
| Annual return | 13.54% | 98.95%-85.4pp | 87.30%-73.8pp | 116.88%-103.3pp |
| Employer contribution / active EE | $567 | $594-4.5% | $1,160-51.1% | $2,428-76.6% |
| Participant deferral / active EE | $634 | $1,264-49.9% | $2,145-70.5% | $4,046-84.3% |
| Admin fee / account holder | $196 | $647-69.7% | $3,380-94.2% | $627-68.7% |