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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $66,764 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,970 | $50,812+8.2% | $155,602-64.7% | $77,692-29.2% |
| Participation rate | 35.5% | 63.1%-27.6pp | 78.2%-42.7pp | 70.6%-35.1pp |
| Annual return | 25.23% | 34.85%-9.6pp | 64.81%-39.6pp | 31.25%-6.0pp |
| Employer contribution / active EE | $211 | $1,989-89.4% | $4,675-95.5% | $2,726-92.2% |
| Participant deferral / active EE | $1,419 | $2,822-49.7% | $5,629-74.8% | $4,648-69.5% |
| Admin fee / account holder | $0 | $436-100.0% | $15,923-100.0% | $431-100.0% |