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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,271 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,672 | $49,138+113.0% | $84,023+24.6% | $65,186+60.6% |
| Participation rate | 46.1% | 60.7%-14.7pp | 69.0%-22.9pp | 70.2%-24.1pp |
| Annual return | 8.95% | 23.00%-14.1pp | 71.32%-62.4pp | 29.39%-20.4pp |
| Employer contribution / active EE | $1,737 | $914+90.1% | $1,984-12.5% | $2,177-20.2% |
| Participant deferral / active EE | $2,818 | $2,397+17.5% | $3,239-13.0% | $3,514-19.8% |
| Admin fee / account holder | $370 | $543-31.9% | $6,102-93.9% | $847-56.3% |