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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $28,724 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,861 | $50,919-19.8% | $155,556-73.7% | $77,762-47.5% |
| Participation rate | 39.1% | 63.1%-24.0pp | 78.2%-39.2pp | 70.6%-31.5pp |
| Annual return | 18.42% | 34.84%-16.4pp | 64.84%-46.4pp | 31.27%-12.9pp |
| Employer contribution / active EE | $1,045 | $1,991-47.5% | $4,675-77.7% | $2,728-61.7% |
| Participant deferral / active EE | $1,900 | $2,824-32.7% | $5,631-66.3% | $4,651-59.1% |
| Admin fee / account holder | $340 | $437-22.2% | $15,885-97.9% | $433-21.5% |