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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO. LP Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $14,428 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,726 | $81,948-74.7% | $90,760-77.2% | $64,819-68.0% |
| Participation rate | 36.3% | 80.5%-44.1pp | 75.7%-39.4pp | 71.5%-35.2pp |
| Annual return | -14.23% | -12.53%-1.7pp | -12.16%-2.1pp | 32.84%-47.1pp |
| Employer contribution / active EE | $1,152 | $3,067-62.4% | $2,922-60.6% | $2,507-54.0% |
| Participant deferral / active EE | $2,284 | $4,844-52.8% | $4,565-50.0% | $4,311-47.0% |
| Admin fee / account holder | $17 | $157-89.5% | $8,444-99.8% | $188-91.2% |