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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $16,277 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,805 | $52,953+1.6% | $172,739-68.9% | $65,185-17.5% |
| Participation rate | 63.8% | 66.2%-2.3pp | 82.6%-18.8pp | 70.2%-6.4pp |
| Annual return | 0.77% | 30.12%-29.4pp | 802.84%-802.1pp | 29.38%-28.6pp |
| Employer contribution / active EE | $2,459 | $2,190+12.3% | $5,143-52.2% | $2,177+13.0% |
| Participant deferral / active EE | $3,702 | $2,471+49.8% | $5,198-28.8% | $3,514+5.3% |
| Admin fee / account holder | $10 | $472-98.0% | $13,954-99.9% | $847-98.9% |