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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,303 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $8,039 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,176 | $27,800-49.0% | $58,561-75.8% | $71,511-80.2% |
| Participation rate | 81.8% | 34.6%+47.2pp | 50.9%+30.9pp | 67.9%+13.9pp |
| Annual return | 12.32% | 26.80%-14.5pp | 4251.33%-4239.0pp | 28.86%-16.5pp |
| Employer contribution / active EE | $220 | $632-65.1% | $1,053-79.1% | $2,589-91.5% |
| Participant deferral / active EE | $1,144 | $1,208-5.3% | $1,923-40.5% | $4,291-73.3% |
| Admin fee / account holder | $8 | $1,637-99.5% | $2,520-99.7% | $1,588-99.5% |