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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,534 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $2,117 |
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 | $37,322 | $76,112-51.0% | $96,544-61.3% | $71,529-47.8% |
| Participation rate | 67.6% | 74.4%-6.8pp | 76.0%-8.3pp | 67.9%-0.3pp |
| Annual return | 19.68% | 22.80%-3.1pp | 25.88%-6.2pp | 28.97%-9.3pp |
| Employer contribution / active EE | $2,051 | $2,248-8.8% | $2,966-30.9% | $2,590-20.8% |
| Participant deferral / active EE | $3,446 | $4,217-18.3% | $4,851-29.0% | $4,291-19.7% |
| Admin fee / account holder | $298 | $2,708-89.0% | $8,254-96.4% | $1,588-81.2% |