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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD. · ST. LOUIS, MO 631313729 | Advisory (Plan) | $6,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $77,374 | $91,517-15.5% | $101,271-23.6% | $73,412+5.4% |
| Participation rate | 14.2% | 73.8%-59.6pp | 75.8%-61.6pp | 72.2%-58.0pp |
| Annual return | 17.17% | 17.17%0pp | 46.48%-29.3pp | 59.30%-42.1pp |
| Employer contribution / active EE | $451 | $2,877-84.3% | $3,660-87.7% | $2,234-79.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $195 | $216-9.9% | $5,948-96.7% | $158+23.2% |