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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,666 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $19,906 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,109 | $58,888-43.8% | $178,499-81.5% | $73,493-54.9% |
| Participation rate | 91.8% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.1pp |
| Annual return | 16.14% | 24.86%-8.7pp | 151.10%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,834 | $2,236-18.0% | $5,011-63.4% | $2,270-19.2% |
| Participant deferral / active EE | $2,630 | $2,568+2.4% | $5,202-49.4% | $3,740-29.7% |
| Admin fee / account holder | $2 | $400-99.6% | $13,986-100.0% | $513-99.7% |