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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $30,949 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,985 | $79,189-25.5% | $102,457-42.4% | $74,400-20.7% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 17.83% | 54.98%-37.2pp | 29.41%-11.6pp | 1367.51%-1349.7pp |
| Employer contribution / active EE | $2,424 | $2,362+2.6% | $3,022-19.8% | $2,624-7.7% |
| Participant deferral / active EE | $3,542 | $4,415-19.8% | $5,054-29.9% | $4,348-18.5% |
| Admin fee / account holder | $177 | $2,002-91.1% | $9,451-98.1% | $1,944-90.9% |