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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,595 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,918 | $52,961-41.6% | $172,752-82.1% | $65,185-52.6% |
| Participation rate | 57.4% | 66.2%-8.8pp | 82.6%-25.3pp | 70.2%-12.8pp |
| Annual return | 17.25% | 30.12%-12.9pp | 802.97%-785.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $1,384 | $2,190-36.8% | $5,144-73.1% | $2,177-36.4% |
| Participant deferral / active EE | $1,246 | $2,471-49.6% | $5,198-76.0% | $3,514-64.5% |
| Admin fee / account holder | $91 | $472-80.6% | $13,955-99.3% | $847-89.2% |