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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) | $25,294 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,905 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,629 | $76,112-32.2% | $96,534-46.5% | $71,511-27.8% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 18.70% | 22.81%-4.1pp | 25.88%-7.2pp | 28.86%-10.2pp |
| Employer contribution / active EE | $1,137 | $2,248-49.4% | $2,965-61.6% | $2,589-56.1% |
| Participant deferral / active EE | $2,629 | $4,217-37.7% | $4,851-45.8% | $4,291-38.7% |
| Admin fee / account holder | $148 | $2,708-94.5% | $8,253-98.2% | $1,588-90.7% |