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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD JONES & CO Service code 99 · EIN 43-0345811 | Other Fees | $7,152 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,002 | $78,670-58.1% | $109,173-69.8% | $85,847-61.6% |
| Participation rate | 41.3% | 68.3%-27.0pp | 75.9%-34.6pp | 69.3%-28.1pp |
| Annual return | 20.82% | 25.09%-4.3pp | 25.75%-4.9pp | 318.61%-297.8pp |
| Employer contribution / active EE | $483 | $2,734-82.3% | $3,723-87.0% | $2,565-81.2% |
| Participant deferral / active EE | $1,934 | $3,467-44.2% | $4,654-58.5% | $3,952-51.1% |
| Admin fee / account holder | $25 | $5,469-99.5% | $6,755-99.6% | $6,261-99.6% |