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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,589 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,487 | $61,172-76.3% | $185,851-92.2% | $79,389-81.8% |
| Participation rate | 58.1% | 66.6%-8.6pp | 81.7%-23.6pp | 70.7%-12.6pp |
| Annual return | 27.25% | 19.45%+7.8pp | 122.11%-94.9pp | 116.89%-89.6pp |
| Employer contribution / active EE | $703 | $2,321-69.7% | $5,168-86.4% | $2,428-71.0% |
| Participant deferral / active EE | $1,305 | $2,788-53.2% | $5,569-76.6% | $4,046-67.7% |
| Admin fee / account holder | $168 | $710-76.4% | $16,245-99.0% | $626-73.2% |