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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,894 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $924 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,876 | $110,083-64.7% | $151,639-74.4% | $68,486-43.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.88% | -10.12%-5.8pp | 3.34%-19.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,595 | $4,470-64.3% | $6,165-74.1% | $2,597-38.6% |
| Participant deferral / active EE | $3,083 | $6,526-52.8% | $8,363-63.1% | $4,028-23.5% |
| Admin fee / account holder | $20 | $7,718-99.7% | $11,613-99.8% | $5,404-99.6% |