Filed August 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO, L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $13,512 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $272 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,558 | $65,092-45.4% | $143,799-75.3% | $66,938-46.9% |
| Participation rate | 61.0% | 65.2%-4.3pp | 80.3%-19.4pp | 69.8%-8.9pp |
| Annual return | -17.67% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,013 | $2,362-57.1% | $4,952-79.5% | $2,545-60.2% |
| Participant deferral / active EE | $2,055 | $2,920-29.6% | $5,638-63.5% | $4,238-51.5% |
| Admin fee / account holder | $310 | $502-38.2% | $14,677-97.9% | $594-47.7% |