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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO. LP Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $38,391 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $7,679 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,145 | $50,919-29.0% | $155,556-76.8% | $77,762-53.5% |
| Participation rate | 97.2% | 63.1%+34.2pp | 78.2%+19.0pp | 70.6%+26.7pp |
| Annual return | 16.73% | 34.84%-18.1pp | 64.84%-48.1pp | 31.27%-14.5pp |
| Employer contribution / active EE | $2,120 | $1,991+6.4% | $4,675-54.7% | $2,728-22.3% |
| Participant deferral / active EE | $4,494 | $2,824+59.1% | $5,631-20.2% | $4,651-3.4% |
| Admin fee / account holder | $37 | $437-91.6% | $15,885-99.8% | $433-91.5% |