Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,186 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $13,798 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,732 | $42,909-47.0% | $152,093-85.1% | $71,012-68.0% |
| Participation rate | 35.5% | 54.7%-19.2pp | 77.8%-42.3pp | 58.6%-23.0pp |
| Annual return | 9.36% | 30.57%-21.2pp | 66.36%-57.0pp | 37.67%-28.3pp |
| Employer contribution / active EE | $622 | $1,369-54.6% | $4,175-85.1% | $2,348-73.5% |
| Participant deferral / active EE | $1,348 | $1,904-29.2% | $5,451-75.3% | $3,246-58.5% |
| Admin fee / account holder | $117 | $1,014-88.5% | $14,497-99.2% | $1,167-90.0% |