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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $16,851 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $12,876 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,501 | $95,417-78.5% | $135,974-84.9% | $74,460-72.5% |
| Participation rate | 35.4% | 78.2%-42.8pp | 81.9%-46.5pp | 70.7%-35.3pp |
| Annual return | 81.55% | 32.76%+48.8pp | 68.30%+13.2pp | 34.38%+47.2pp |
| Employer contribution / active EE | $1,188 | $3,878-69.4% | $4,859-75.6% | $2,638-55.0% |
| Participant deferral / active EE | $1,786 | $7,789-77.1% | $7,760-77.0% | $4,530-60.6% |
| Admin fee / account holder | $175 | $266-34.1% | $10,767-98.4% | $348-49.6% |