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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $44,755 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,952 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,377 | $46,464-6.6% | $150,298-71.1% | $79,634-45.5% |
| Participation rate | 97.3% | 57.0%+40.4pp | 77.8%+19.6pp | 62.5%+34.8pp |
| Annual return | 15.65% | 27.89%-12.2pp | 62.79%-47.1pp | 36.46%-20.8pp |
| Employer contribution / active EE | $2,083 | $1,512+37.8% | $4,154-49.9% | $2,529-17.6% |
| Participant deferral / active EE | $4,537 | $2,157+110.4% | $5,453-16.8% | $3,835+18.3% |
| Admin fee / account holder | $52 | $891-94.2% | $14,116-99.6% | $1,002-94.8% |