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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 12 12555 MANCHESTER RD. · ST. LOUIS, MO 631313729 | Float revenue; Recordkeeping fees; Su... | $7,884 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $70,631 | $66,601+6.1% | $92,909-24.0% | $67,579+4.5% |
| Participation rate | 12.6% | 72.5%-59.9pp | 76.0%-63.4pp | 71.3%-58.7pp |
| Annual return | 23.48% | 92.58%-69.1pp | 109.44%-86.0pp | 378.56%-355.1pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $347 | $3,157-89.0% | $4,238-91.8% | $3,539-90.2% |
| Admin fee / account holder | $184 | $199-7.6% | $5,795-96.8% | $142+29.1% |