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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $10,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,430 | $70,917+6.4% | $98,920-23.7% | $73,497+2.6% |
| Participation rate | 68.6% | 73.8%-5.2pp | 76.0%-7.5pp | 70.7%-2.1pp |
| Annual return | 13.83% | 34.18%-20.4pp | 196.47%-182.6pp | 28.51%-14.7pp |
| Employer contribution / active EE | $938 | $2,037-53.9% | $2,689-65.1% | $2,270-58.7% |
| Participant deferral / active EE | $2,258 | $3,501-35.5% | $4,245-46.8% | $3,740-39.6% |
| Admin fee / account holder | $221 | $535-58.6% | $6,643-96.7% | $513-56.9% |