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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $29,852 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,919 |
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.)
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 | $136,070 | $49,471+175.1% | $79,583+71.0% | $66,949+103.2% |
| Participation rate | 39.8% | 61.4%-21.5pp | 69.5%-29.6pp | 69.8%-30.0pp |
| Annual return | -9.99% | 84.30%-94.3pp | 0.16%-10.1pp | 1.57%-11.6pp |
| Employer contribution / active EE | $2,838 | $1,266+124.1% | $2,414+17.6% | $2,545+11.5% |
| Participant deferral / active EE | $2,853 | $3,160-9.7% | $3,986-28.4% | $4,239-32.7% |
| Admin fee / account holder | $486 | $595-18.3% | $6,835-92.9% | $594-18.2% |