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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,952 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,398 | $58,895-75.6% | $178,503-91.9% | $73,497-80.4% |
| Participation rate | 65.6% | 66.2%-0.6pp | 81.9%-16.3pp | 70.7%-5.1pp |
| Annual return | 35.39% | 24.86%+10.5pp | 151.12%-115.7pp | 28.51%+6.9pp |
| Employer contribution / active EE | $835 | $2,236-62.7% | $5,011-83.3% | $2,270-63.2% |
| Participant deferral / active EE | $1,862 | $2,567-27.5% | $5,202-64.2% | $3,740-50.2% |
| Admin fee / account holder | $99 | $400-75.3% | $13,987-99.3% | $513-80.7% |