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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,036 |
Service code 37 · EIN 35-0145825 | Loan Processing | $17,142 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $63,396 | $73,638-13.9% | $95,964-33.9% | $73,497-13.7% |
| Participation rate | 71.2% | 76.2%-4.9pp | 77.1%-5.8pp | 70.7%+0.6pp |
| Annual return | 28.29% | 16.78%+11.5pp | 91.64%-63.4pp | 28.51%-0.2pp |
| Employer contribution / active EE | $354 | $1,863-81.0% | $2,541-86.1% | $2,270-84.4% |
| Participant deferral / active EE | $2,160 | $3,617-40.3% | $4,167-48.2% | $3,740-42.2% |
| Admin fee / account holder | $159 | $482-67.0% | $6,797-97.7% | $513-69.0% |