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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 | $55,472-18.8% | $155,567-71.0% | $74,546-39.6% |
| Participation rate | 59.9% | 61.9%-2.0pp | 78.2%-18.3pp | 67.2%-7.4pp |
| Annual return | 11.55% | 268.72%-257.2pp | 64.74%-53.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $603 | $2,269-73.4% | $4,674-87.1% | $2,624-77.0% |
| Participant deferral / active EE | $2,172 | $2,838-23.5% | $5,628-61.4% | $4,347-50.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |