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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 26 · EIN 43-0345811 516 E STREET · FAIRBURY, NE 68352 | Advisory (Participants) | $13,202 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,704 | $86,288-67.9% | $111,306-75.1% | $85,851-67.7% |
| Participation rate | 73.1% | 73.3%-0.3pp | 77.3%-4.2pp | 69.3%+3.8pp |
| Annual return | 21.16% | 19.99%+1.2pp | 54.67%-33.5pp | 318.63%-297.5pp |
| Employer contribution / active EE | $1,092 | $2,044-46.6% | $2,732-60.0% | $2,565-57.4% |
| Participant deferral / active EE | $1,474 | $3,641-59.5% | $4,488-67.1% | $3,952-62.7% |
| Admin fee / account holder | $167 | $8,189-98.0% | $7,966-97.9% | $6,261-97.3% |