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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,731 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,459 | $47,977-82.4% | $154,108-94.5% | $56,289-85.0% |
| Participation rate | 54.3% | 66.2%-11.8pp | 83.0%-28.7pp | 69.9%-15.5pp |
| Annual return | -8.80% | 3.54%-12.3pp | 735.21%-744.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $719 | $2,169-66.9% | $5,298-86.4% | $2,111-66.0% |
| Participant deferral / active EE | $969 | $2,392-59.5% | $5,081-80.9% | $3,350-71.1% |
| Admin fee / account holder | $45 | $438-89.7% | $13,411-99.7% | $521-91.4% |