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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,323 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,269 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,192 | $37,196-69.9% | $154,108-92.7% | $55,725-79.9% |
| Participation rate | 92.9% | 64.1%+28.8pp | 83.0%+9.8pp | 70.9%+22.0pp |
| Annual return | 1.05% | 1319.68%-1318.6pp | 735.21%-734.2pp | 244.93%-243.9pp |
| Employer contribution / active EE | $1,914 | $1,614+18.6% | $5,298-63.9% | $2,078-7.9% |
| Participant deferral / active EE | $3,752 | $2,068+81.4% | $5,081-26.2% | $3,356+11.8% |
| Admin fee / account holder | $41 | $102-59.8% | $13,411-99.7% | $115-64.5% |