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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $43,437 |
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $37,862 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,564 | $45,343+68.9% | $150,298-49.1% | $67,986+12.6% |
| Participation rate | 78.7% | 51.9%+26.8pp | 77.8%+0.9pp | 57.2%+21.4pp |
| Annual return | 17.41% | 33.28%-15.9pp | 62.79%-45.4pp | 31.67%-14.3pp |
| Employer contribution / active EE | $3,036 | $1,462+107.7% | $4,154-26.9% | $2,019+50.4% |
| Participant deferral / active EE | $4,879 | $2,055+137.4% | $5,453-10.5% | $3,358+45.3% |
| Admin fee / account holder | $2 | $2,250-99.9% | $14,116-100.0% | $3,203-99.9% |