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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 | $43,749-24.5% | $158,223-79.1% | $65,306-49.4% |
| Participation rate | 61.0% | 56.9%+4.1pp | 79.2%-18.2pp | 57.7%+3.3pp |
| Annual return | 13.90% | 19.41%-5.5pp | 52.09%-38.2pp | 21.94%-8.0pp |
| Employer contribution / active EE | $1,297 | $1,497-13.4% | $4,109-68.4% | $1,967-34.1% |
| Participant deferral / active EE | $2,586 | $2,019+28.1% | $5,467-52.7% | $2,959-12.6% |
| Admin fee / account holder | $339 | $1,930-82.4% | $16,047-97.9% | $3,480-90.3% |