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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,189 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $13,415 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,885 | $55,437-64.1% | $155,534-87.2% | $74,459-73.3% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.8pp | 67.2%+25.8pp |
| Annual return | 19.66% | 269.58%-249.9pp | 64.92%-45.3pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $2,853 | $2,266+25.9% | $4,675-39.0% | $2,626+8.7% |
| Participant deferral / active EE | $2,209 | $2,837-22.1% | $5,630-60.8% | $4,350-49.2% |
| Admin fee / account holder | $56 | $1,742-96.8% | $15,900-99.6% | $1,945-97.1% |