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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 45-1665651 3859 S. COX AVE · SPRINGFIELD, MO 65807 | Accounting | $32,062 |
EDWARD JONES1 year Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $24,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,261 | $62,928-53.5% | $172,752-83.1% | $67,579-56.7% |
| Participation rate | 66.0% | 64.5%+1.5pp | 82.6%-16.7pp | 71.3%-5.3pp |
| Annual return | 1563.02% | 30.36%+1532.7pp | 802.97%+760.1pp | 378.56%+1184.5pp |
| Employer contribution / active EE | $875 | $1,636-46.5% | $5,144-83.0% | $2,148-59.3% |
| Participant deferral / active EE | $1,591 | $2,145-25.8% | $5,198-69.4% | $3,539-55.1% |
| Admin fee / account holder | $294 | $167+76.5% | $13,955-97.9% | $142+106.6% |