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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,418 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $42,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,056 | $55,470+11.9% | $155,556-60.1% | $74,478-16.7% |
| Participation rate | 76.0% | 61.9%+14.1pp | 78.2%-2.3pp | 67.2%+8.7pp |
| Annual return | 13.91% | 269.80%-255.9pp | 64.84%-50.9pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,871 | $2,267+26.7% | $4,675-38.6% | $2,626+9.3% |
| Participant deferral / active EE | $4,760 | $2,838+67.7% | $5,631-15.5% | $4,350+9.4% |
| Admin fee / account holder | $3 | $1,744-99.8% | $15,885-100.0% | $1,946-99.8% |