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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $7,928 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,614 |
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 | $21,346 | $54,573-60.9% | $90,965-76.5% | $73,493-71.0% |
| Participation rate | 56.7% | 61.2%-4.4pp | 69.0%-12.3pp | 70.7%-14.0pp |
| Annual return | 26.50% | 16.69%+9.8pp | 134.57%-108.1pp | 28.51%-2.0pp |
| Employer contribution / active EE | $684 | $991-31.0% | $2,122-67.8% | $2,270-69.9% |
| Participant deferral / active EE | $2,042 | $2,517-18.9% | $3,373-39.5% | $3,740-45.4% |
| Admin fee / account holder | $212 | $521-59.4% | $5,960-96.4% | $513-58.7% |