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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 631313729 | Advisory (Plan) | $15,869 |
Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 4551 W 107TH ST FL 3 · OVERLAND PARK, KS 662074037 | Advisory (Plan) | $5,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,857 | $42,367-15.4% | $79,580-54.9% | $64,819-44.7% |
| Participation rate | 40.3% | 64.7%-24.4pp | 69.5%-29.1pp | 71.5%-31.1pp |
| Annual return | -16.25% | -12.23%-4.0pp | 0.15%-16.4pp | 32.84%-49.1pp |
| Employer contribution / active EE | $168 | $1,181-85.8% | $2,413-93.0% | $2,507-93.3% |
| Participant deferral / active EE | $1,145 | $3,170-63.9% | $3,985-71.3% | $4,311-73.4% |
| Admin fee / account holder | $164 | $160+2.7% | $6,835-97.6% | $188-12.8% |