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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,902 | $101,672-36.2% | $147,117-55.9% | $74,478-12.9% |
| Participation rate | 98.2% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 17.33% | 8757.83%-8740.5pp | 420.54%-403.2pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $3,772 | $3,813-1.1% | $4,932-23.5% | $2,626+43.6% |
| Participant deferral / active EE | $9,267 | $7,305+26.9% | $8,065+14.9% | $4,350+113.0% |
| Admin fee / account holder | $297 | $1,753-83.1% | $12,993-97.7% | $1,946-84.7% |