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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $24,945 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $19,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,183 | $50,902-52.5% | $155,534-84.5% | $77,736-68.9% |
| Participation rate | 58.8% | 63.1%-4.3pp | 78.2%-19.5pp | 70.6%-11.8pp |
| Annual return | 13.79% | 34.85%-21.1pp | 64.92%-51.1pp | 31.26%-17.5pp |
| Employer contribution / active EE | $911 | $1,991-54.3% | $4,675-80.5% | $2,728-66.6% |
| Participant deferral / active EE | $2,105 | $2,824-25.4% | $5,630-62.6% | $4,651-54.7% |
| Admin fee / account holder | $87 | $437-80.1% | $15,900-99.5% | $433-80.0% |