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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 51 · EIN 43-0345811 | Investment Mgmt Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,819 | $58,726-57.7% | $92,240-73.1% | $62,293-60.2% |
| Participation rate | 74.9% | 68.3%+6.5pp | 76.5%-1.6pp | 69.5%+5.4pp |
| Annual return | 15.12% | 43.62%-28.5pp | 176.29%-161.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $691 | $2,392-71.1% | $3,680-81.2% | $2,042-66.2% |
| Participant deferral / active EE | $1,493 | $2,766-46.0% | $3,897-61.7% | $3,169-52.9% |
| Admin fee / account holder | $23 | $556-95.9% | $5,194-99.6% | $479-95.3% |