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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $5,934 |
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 | $8,967 | $49,280-81.8% | $67,313-86.7% | $64,173-86.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -1.94% | -1.39%-0.5pp | -4.08%+2.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,994 | $1,668+19.5% | $2,566-22.3% | $2,381-16.3% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $64 | $3,863-98.3% | $4,507-98.6% | $4,887-98.7% |