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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,483 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $7,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,307 | $26,549-38.6% | $61,452-73.5% | $66,938-75.6% |
| Participation rate | 63.5% | 38.1%+25.4pp | 52.6%+10.9pp | 69.8%-6.3pp |
| Annual return | -12.15% | -16.21%+4.1pp | 338.96%-351.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $207 | $651-68.3% | $1,160-82.2% | $2,545-91.9% |
| Participant deferral / active EE | $1,079 | $1,338-19.4% | $2,125-49.2% | $4,238-74.5% |
| Admin fee / account holder | $5 | $409-98.8% | $2,131-99.8% | $594-99.2% |