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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD. · ST. LOUIS, MO 631313729 | Advisory (Plan) | $7,225 |
Service code 12 · EIN 48-1205033 | Float revenue; Claims processing; Sub... | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,187 | $56,443+1.3% | $83,830-31.8% | $55,725+2.6% |
| Participation rate | 14.0% | 72.0%-58.1pp | 76.1%-62.2pp | 70.9%-56.9pp |
| Annual return | -2.71% | 393.67%-396.4pp | 850.97%-853.7pp | 244.93%-247.6pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $406 | $2,965-86.3% | $4,082-90.0% | $3,356-87.9% |
| Admin fee / account holder | $172 | $156+9.8% | $5,479-96.9% | $115+48.9% |