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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,408 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,038 |
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 | $18,994 | $61,166-68.9% | $185,837-89.8% | $79,393-76.1% |
| Participation rate | 65.2% | 66.6%-1.5pp | 81.7%-16.5pp | 70.7%-5.5pp |
| Annual return | 19.21% | 19.45%-0.2pp | 122.08%-102.9pp | 116.87%-97.7pp |
| Employer contribution / active EE | $1,094 | $2,321-52.9% | $5,168-78.8% | $2,428-54.9% |
| Participant deferral / active EE | $2,032 | $2,789-27.1% | $5,568-63.5% | $4,046-49.8% |
| Admin fee / account holder | $120 | $710-83.1% | $16,241-99.3% | $627-80.8% |