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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $0 |
EDWARD JONES3+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Participant contribution per participant 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.
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 | $9,788 | $47,977-79.6% | $154,108-93.6% | $56,289-82.6% |
| Participation rate | 88.2% | 66.2%+22.0pp | 83.0%+5.2pp | 69.9%+18.3pp |
| Annual return | 7.16% | 3.54%+3.6pp | 735.21%-728.0pp | -9.96%+17.1pp |
| Employer contribution / active EE | $1,181 | $2,169-45.5% | $5,298-77.7% | $2,111-44.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $438-99.4% | $13,411-100.0% | $521-99.5% |