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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $28,771 |
EDWARD JONES7 years Filed as: EDWARD D. JONES & CO, L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,873 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,902 | $101,499-36.1% | $147,005-55.9% | $74,546-12.9% |
| Participation rate | 98.2% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 17.33% | 8732.34%-8715.0pp | 418.76%-401.4pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $3,772 | $3,811-1.0% | $4,934-23.6% | $2,624+43.7% |
| Participant deferral / active EE | $9,267 | $7,304+26.9% | $8,070+14.8% | $4,347+113.2% |
| Admin fee / account holder | $297 | $1,748-83.0% | $13,006-97.7% | $1,944-84.7% |