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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,054 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $7,994 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,304 | $52,961+21.4% | $172,752-62.8% | $65,185-1.4% |
| Participation rate | 80.6% | 66.2%+14.4pp | 82.6%-2.0pp | 70.2%+10.4pp |
| Annual return | 25.86% | 30.12%-4.3pp | 802.97%-777.1pp | 29.38%-3.5pp |
| Employer contribution / active EE | $2,109 | $2,190-3.7% | $5,144-59.0% | $2,177-3.1% |
| Participant deferral / active EE | $3,019 | $2,471+22.2% | $5,198-41.9% | $3,514-14.1% |
| Admin fee / account holder | $5 | $472-99.0% | $13,955-100.0% | $847-99.4% |