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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1+ years Filed as: EDWARD D JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $43,012 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS PRIVATE CLIENT GROU Service code 19 · EIN 43-0538770 | Securities Custodian | $30,956 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,865 | $88,324-31.1% | $115,037-47.1% | $55,191+10.3% |
| Participation rate | 99.1% | 72.5%+26.5pp | 81.4%+17.7pp | 69.2%+29.9pp |
| Annual return | 18.28% | 6.30%+12.0pp | 26.14%-7.9pp | 10.78%+7.5pp |
| Employer contribution / active EE | $2,476 | $2,805-11.7% | $4,608-46.3% | $1,899+30.4% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $209 | $105+98.3% | $8,175-97.4% | $91+130.2% |