Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE,BLACKBURN,MEEK,MAXEY Service code 10 · EIN 76-0001095 | Accounting | $8,287 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $600 |
EDWARD JONES1 year Filed as: EDWARD JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,768 | $99,957-55.2% | $149,745-70.1% | $73,497-39.1% |
| Participation rate | 35.9% | 75.7%-39.8pp | 82.5%-46.6pp | 70.7%-34.8pp |
| Annual return | 10.62% | 53.87%-43.3pp | 276.72%-266.1pp | 28.51%-17.9pp |
| Employer contribution / active EE | $391 | $3,191-87.8% | $4,646-91.6% | $2,270-82.8% |
| Participant deferral / active EE | $1,069 | $6,073-82.4% | $6,843-84.4% | $3,740-71.4% |
| Admin fee / account holder | $327 | $551-40.6% | $9,312-96.5% | $513-36.3% |