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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $1,242 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
EJREYNOLDS, INC.1 year Filed as: EJ REYNOLDS, INC. Service code 13 9050 PINES BLVD, SUITE 202 · PEMBROKE PINES, FL 33084 | Contract Administrator | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,985 | $65,092-83.1% | $143,799-92.4% | $66,938-83.6% |
| Participation rate | 61.0% | 65.2%-4.3pp | 80.3%-19.4pp | 69.8%-8.9pp |
| Annual return | -12.25% | -11.14%-1.1pp | -0.04%-12.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,419 | $2,362-39.9% | $4,952-71.4% | $2,545-44.3% |
| Participant deferral / active EE | $649 | $2,920-77.8% | $5,638-88.5% | $4,238-84.7% |
| Admin fee / account holder | $8 | $502-98.5% | $14,677-99.9% | $594-98.7% |