Filed August 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,241 |
EDWARD JONES3 years Filed as: EDWARD JONES & CO, LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,469 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,727 | $58,888-42.7% | $178,499-81.1% | $73,493-54.1% |
| Participation rate | 56.9% | 66.2%-9.3pp | 81.9%-25.0pp | 70.7%-13.8pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.10%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $803 | $2,236-64.1% | $5,011-84.0% | $2,270-64.6% |
| Participant deferral / active EE | $1,748 | $2,568-31.9% | $5,202-66.4% | $3,740-53.3% |
| Admin fee / account holder | $296 | $400-26.1% | $13,986-97.9% | $513-42.3% |