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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $36,476 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,410 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,659 | $56,511-59.9% | $185,837-87.8% | $86,813-73.9% |
| Participation rate | 98.0% | 65.5%+32.5pp | 81.7%+16.3pp | 72.3%+25.8pp |
| Annual return | 18.24% | 118.12%-99.9pp | 122.08%-103.8pp | 97.93%-79.7pp |
| Employer contribution / active EE | $1,938 | $1,844+5.1% | $5,168-62.5% | $2,406-19.5% |
| Participant deferral / active EE | $3,830 | $2,554+49.9% | $5,568-31.2% | $4,131-7.3% |
| Admin fee / account holder | $109 | $150-27.1% | $16,241-99.3% | $170-35.7% |