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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES INVESTMENTS Service code 71 12555 MANCHESTER ROAD · DES PERES, MO 63131 | Brokerage Fees | $14,145 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,244 | $63,114-44.2% | $92,903-62.1% | $65,185-45.9% |
| Participation rate | 98.1% | 68.8%+29.4pp | 76.0%+22.1pp | 70.2%+27.9pp |
| Annual return | 24.60% | 28.75%-4.2pp | 109.43%-84.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $3,505 | $2,571+36.3% | $3,653-4.1% | $2,177+61.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $105 | $624-83.1% | $5,795-98.2% | $847-87.6% |