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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 12555 MANCHESTER RD. · ST. LOUIS, MO 63131 | Advisory (Plan) | $42,129 |
Filed as: BENEFIT PLANS PLUS Service code 13 · EIN 43-1829594 11701 BORMAN DR STE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $2,627 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $841 |
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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,729 | $82,979+55.1% | $102,412+25.7% | $77,736+65.6% |
| Participation rate | 22.7% | 71.5%-48.8pp | 74.5%-51.8pp | 70.6%-47.9pp |
| Annual return | 11.38% | 19.11%-7.7pp | 24.94%-13.6pp | 31.26%-19.9pp |
| Employer contribution / active EE | $479 | $3,554-86.5% | $3,870-87.6% | $2,728-82.4% |
| Participant deferral / active EE | $1,738 | $4,109-57.7% | $5,060-65.6% | $4,651-62.6% |
| Admin fee / account holder | $655 | $639+2.6% | $8,388-92.2% | $433+51.2% |