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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $29,138 |
EDWARD JONES6 years Filed as: EDWARD D. JONES & CO, L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $21,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,515 | $91,439-17.4% | $135,974-44.5% | $71,511+5.6% |
| Participation rate | 67.5% | 75.7%-8.2pp | 81.9%-14.5pp | 67.9%-0.5pp |
| Annual return | 19.37% | 29.90%-10.5pp | 68.30%-48.9pp | 28.86%-9.5pp |
| Employer contribution / active EE | $3,686 | $3,705-0.5% | $4,859-24.1% | $2,589+42.4% |
| Participant deferral / active EE | $8,681 | $7,093+22.4% | $7,760+11.9% | $4,291+102.3% |
| Admin fee / account holder | $439 | $1,267-65.3% | $10,767-95.9% | $1,588-72.3% |