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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,253 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,939 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,860 | $109,359-84.6% | $162,177-89.6% | $72,975-76.9% |
| Participation rate | 82.8% | 84.3%-1.5pp | 87.6%-4.8pp | 69.5%+13.3pp |
| Annual return | 19.79% | 25.46%-5.7pp | 115.60%-95.8pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,208 | $3,907-69.1% | $5,613-78.5% | $2,440-50.5% |
| Participant deferral / active EE | $1,301 | $5,481-76.3% | $7,297-82.2% | $3,608-63.9% |
| Admin fee / account holder | $37 | $7,972-99.5% | $10,843-99.7% | $5,124-99.3% |