Filed August 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD JONES & CO, LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $12,700 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,441 | $52,961-48.2% | $172,755-84.1% | $65,185-57.9% |
| Participation rate | 62.2% | 66.2%-4.0pp | 82.6%-20.5pp | 70.2%-8.0pp |
| Annual return | 21.96% | 30.12%-8.2pp | 802.94%-781.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $802 | $2,190-63.4% | $5,144-84.4% | $2,177-63.2% |
| Participant deferral / active EE | $1,542 | $2,471-37.6% | $5,198-70.3% | $3,514-56.1% |
| Admin fee / account holder | $262 | $472-44.4% | $13,955-98.1% | $847-69.0% |