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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 526 FRANKLIN ST · NATCHEZ, MS 391203321 | Advisory (Plan) | $13,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,986 | $44,764-48.7% | $68,794-66.6% | $64,814-64.5% |
| Participation rate | 25.6% | 64.8%-39.2pp | 69.0%-43.4pp | 71.5%-45.9pp |
| Annual return | -16.21% | -10.91%-5.3pp | -6.37%-9.8pp | 32.84%-49.0pp |
| Employer contribution / active EE | $338 | $1,775-81.0% | $2,656-87.3% | $2,507-86.5% |
| Participant deferral / active EE | $1,349 | $3,238-58.3% | $3,941-65.8% | $4,310-68.7% |
| Admin fee / account holder | $143 | $151-5.3% | $4,934-97.1% | $188-23.7% |