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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $12,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,823 | $47,977-44.1% | $154,111-82.6% | $56,287-52.3% |
| Participation rate | 64.4% | 66.2%-1.8pp | 83.0%-18.6pp | 69.9%-5.5pp |
| Annual return | -2.28% | 3.54%-5.8pp | 735.18%-737.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $816 | $2,169-62.4% | $5,298-84.6% | $2,111-61.3% |
| Participant deferral / active EE | $2,173 | $2,392-9.2% | $5,081-57.2% | $3,350-35.1% |
| Admin fee / account holder | $132 | $438-69.8% | $13,411-99.0% | $521-74.6% |