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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) | $29,565 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,038 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,647 | $47,163-41.4% | $149,696-81.5% | $74,460-62.9% |
| Participation rate | 96.8% | 63.4%+33.4pp | 78.8%+18.0pp | 70.7%+26.1pp |
| Annual return | 19.40% | 22.75%-3.4pp | 134.46%-115.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,046 | $1,907+7.3% | $4,821-57.6% | $2,638-22.5% |
| Participant deferral / active EE | $4,238 | $2,730+55.2% | $5,682-25.4% | $4,530-6.5% |
| Admin fee / account holder | $23 | $343-93.3% | $13,212-99.8% | $348-93.4% |