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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $15,355 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,913 | $49,471+27.2% | $79,583-20.9% | $66,949-6.0% |
| Participation rate | 46.2% | 61.4%-15.2pp | 69.5%-23.3pp | 69.8%-23.7pp |
| Annual return | -13.32% | 84.30%-97.6pp | 0.16%-13.5pp | 1.57%-14.9pp |
| Employer contribution / active EE | $647 | $1,266-48.9% | $2,414-73.2% | $2,545-74.6% |
| Participant deferral / active EE | $1,371 | $3,160-56.6% | $3,986-65.6% | $4,239-67.6% |
| Admin fee / account holder | $393 | $595-34.0% | $6,835-94.3% | $594-33.9% |