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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 26 · EIN 43-0345811 516 E STREET · FAIRBURY, NE 68352 | Advisory (Participants) | $9,064 |
Participant contribution per participant 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.
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 | $17,521 | $72,486-75.8% | $87,103-79.9% | $72,976-76.0% |
| Participation rate | 77.9% | 72.8%+5.1pp | 76.9%+1.0pp | 69.5%+8.4pp |
| Annual return | 24.61% | 24.46%+0.2pp | 28.19%-3.6pp | 81.02%-56.4pp |
| Employer contribution / active EE | $1,158 | $1,894-38.9% | $2,521-54.1% | $2,440-52.6% |
| Participant deferral / active EE | $1,450 | $3,270-55.6% | $4,049-64.2% | $3,608-59.8% |
| Admin fee / account holder | $135 | $5,055-97.3% | $7,491-98.2% | $5,124-97.4% |