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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,483 |
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).
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 | $29,655 | $41,467-28.5% | $67,313-55.9% | $55,725-46.8% |
| Participation rate | 18.2% | 62.5%-44.3pp | 69.1%-50.9pp | 70.9%-52.6pp |
| Annual return | -5.76% | 0.82%-6.6pp | -4.08%-1.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $349 | $1,316-73.5% | $2,566-86.4% | $2,078-83.2% |
| Participant deferral / active EE | $677 | $2,399-71.8% | $3,568-81.0% | $3,356-79.8% |
| Admin fee / account holder | $72 | $102-29.5% | $4,507-98.4% | $115-37.5% |