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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,294 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,980 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,127 | $80,753-5.7% | $136,298-44.1% | $62,293+22.2% |
| Participation rate | 57.2% | 73.5%-16.3pp | 81.9%-24.7pp | 69.5%-12.3pp |
| Annual return | 19.49% | 35.83%-16.3pp | 5156.27%-5136.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,639 | $2,884-8.5% | $4,696-43.8% | $2,042+29.2% |
| Participant deferral / active EE | $6,389 | $5,164+23.7% | $6,247+2.3% | $3,169+101.6% |
| Admin fee / account holder | $34 | $525-93.6% | $9,244-99.6% | $479-93.0% |