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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $27,040 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $22,104 |
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 | $49,084 | $45,343+8.3% | $150,298-67.3% | $67,986-27.8% |
| Participation rate | 64.2% | 51.9%+12.4pp | 77.8%-13.5pp | 57.2%+7.0pp |
| Annual return | 18.35% | 33.28%-14.9pp | 62.79%-44.4pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,578 | $1,462+8.0% | $4,154-62.0% | $2,019-21.8% |
| Participant deferral / active EE | $3,409 | $2,055+65.9% | $5,453-37.5% | $3,358+1.5% |
| Admin fee / account holder | $329 | $2,250-85.4% | $14,116-97.7% | $3,203-89.7% |