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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $67,190 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,993 | $50,982+15.7% | $154,803-61.9% | $85,563-31.1% |
| Participation rate | 74.3% | 59.8%+14.5pp | 78.1%-3.8pp | 66.0%+8.3pp |
| Annual return | 11.60% | 30.35%-18.8pp | 58.88%-47.3pp | 31.51%-19.9pp |
| Employer contribution / active EE | $390 | $1,708-77.1% | $4,305-90.9% | $2,654-85.3% |
| Participant deferral / active EE | $1,306 | $2,474-47.2% | $5,540-76.4% | $4,375-70.2% |
| Admin fee / account holder | $0 | $846-100.0% | $14,329-100.0% | $834-100.0% |