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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,048 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,220 | $52,961-78.8% | $172,752-93.5% | $65,185-82.8% |
| Participation rate | 57.4% | 66.2%-8.8pp | 82.6%-25.3pp | 70.2%-12.8pp |
| Annual return | 36.79% | 30.12%+6.7pp | 802.97%-766.2pp | 29.38%+7.4pp |
| Employer contribution / active EE | $802 | $2,190-63.4% | $5,144-84.4% | $2,177-63.1% |
| Participant deferral / active EE | $1,541 | $2,471-37.6% | $5,198-70.4% | $3,514-56.1% |
| Admin fee / account holder | $92 | $472-80.4% | $13,955-99.3% | $847-89.1% |