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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,255 |
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 | $45,343-27.2% | $150,298-78.0% | $67,986-51.4% |
| Participation rate | 61.0% | 51.9%+9.1pp | 77.8%-16.8pp | 57.2%+3.8pp |
| Annual return | 13.90% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $1,297 | $1,462-11.3% | $4,154-68.8% | $2,019-35.8% |
| Participant deferral / active EE | $2,586 | $2,055+25.8% | $5,453-52.6% | $3,358-23.0% |
| Admin fee / account holder | $339 | $2,250-84.9% | $14,116-97.6% | $3,203-89.4% |