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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 22 · EIN 43-0345811 | Insurance Broker | $17,836 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
MCGREGOR & ASSOCIATES, INC.5+ years Filed as: MCGREGOR & ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,220 | $52,293-88.1% | $178,499-96.5% | $73,412-91.5% |
| Participation rate | 65.7% | 65.3%+0.4pp | 81.9%-16.2pp | 72.2%-6.5pp |
| Annual return | 7.29% | 34.75%-27.5pp | 151.10%-143.8pp | 59.30%-52.0pp |
| Employer contribution / active EE | $787 | $1,735-54.7% | $5,011-84.3% | $2,234-64.8% |
| Participant deferral / active EE | $893 | $2,332-61.7% | $5,202-82.8% | $3,806-76.5% |
| Admin fee / account holder | $29 | $127-77.1% | $13,986-99.8% | $158-81.5% |