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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $32,584 |
Filed as: EDWARD D. JONES & CO. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,809 | $73,638-32.4% | $95,960-48.1% | $73,493-32.2% |
| Participation rate | 61.7% | 76.2%-14.4pp | 77.1%-15.4pp | 70.7%-9.0pp |
| Annual return | 15.50% | 16.78%-1.3pp | 91.63%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $719 | $1,863-61.4% | $2,541-71.7% | $2,270-68.3% |
| Participant deferral / active EE | $3,385 | $3,617-6.4% | $4,167-18.8% | $3,740-9.5% |
| Admin fee / account holder | $356 | $482-26.2% | $6,797-94.8% | $513-30.7% |