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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 631313729 | Advisory (Plan) | $21,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,057 | $55,423-18.7% | $155,602-71.0% | $74,400-39.4% |
| Participation rate | 59.9% | 61.9%-2.0pp | 78.2%-18.3pp | 67.2%-7.4pp |
| Annual return | 11.55% | 269.07%-257.5pp | 64.81%-53.3pp | 1367.51%-1356.0pp |
| Employer contribution / active EE | $603 | $2,266-73.4% | $4,675-87.1% | $2,624-77.0% |
| Participant deferral / active EE | $2,172 | $2,835-23.4% | $5,629-61.4% | $4,348-50.1% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,923-100.0% | $1,944-100.0% |