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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $13,961 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $8,876 | $53,344-83.4% | $121,204-92.7% | $74,460-88.1% |
| Participation rate | 65.7% | 60.0%+5.7pp | 69.5%-3.8pp | 70.7%-5.0pp |
| Annual return | 14.39% | 35.15%-20.8pp | 987.18%-972.8pp | 34.38%-20.0pp |
| Employer contribution / active EE | $512 | $1,898-73.0% | $4,170-87.7% | $2,638-80.6% |
| Participant deferral / active EE | $1,233 | $3,220-61.7% | $4,083-69.8% | $4,530-72.8% |
| Admin fee / account holder | $162 | $382-57.6% | $5,651-97.1% | $348-53.4% |