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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) | $29,443 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,743 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,759 | $59,220+132.6% | $96,570+42.7% | $79,391+73.5% |
| Participation rate | 40.9% | 61.9%-21.0pp | 69.8%-28.9pp | 70.7%-29.8pp |
| Annual return | 7.63% | 27.08%-19.5pp | 37.79%-30.2pp | 116.88%-109.3pp |
| Employer contribution / active EE | $1,873 | $1,216+54.0% | $2,357-20.5% | $2,428-22.8% |
| Participant deferral / active EE | $2,822 | $2,948-4.3% | $3,849-26.7% | $4,046-30.3% |
| Admin fee / account holder | $491 | $659-25.5% | $6,182-92.1% | $627-21.7% |