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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $142,255 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,031 | $46,688-29.3% | $189,758-82.6% | $69,733-52.6% |
| Participation rate | 61.0% | 61.7%-0.7pp | 79.8%-18.8pp | 62.5%-1.4pp |
| Annual return | 13.90% | 14.35%-0.5pp | 52.62%-38.7pp | 15.22%-1.3pp |
| Employer contribution / active EE | $1,297 | $1,695-23.5% | $4,767-72.8% | $2,250-42.4% |
| Participant deferral / active EE | $2,586 | $2,143+20.7% | $5,856-55.8% | $3,054-15.4% |
| Admin fee / account holder | $339 | $1,700-80.1% | $20,388-98.3% | $3,102-89.1% |