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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 | $42,909+1.1% | $152,093-71.5% | $71,012-38.9% |
| Participation rate | 97.3% | 54.7%+42.7pp | 77.8%+19.5pp | 58.6%+38.8pp |
| Annual return | 15.65% | 30.57%-14.9pp | 66.36%-50.7pp | 37.67%-22.0pp |
| Employer contribution / active EE | $2,083 | $1,369+52.2% | $4,175-50.1% | $2,348-11.3% |
| Participant deferral / active EE | $4,537 | $1,904+138.3% | $5,451-16.8% | $3,246+39.8% |
| Admin fee / account holder | $52 | $1,014-94.9% | $14,497-99.6% | $1,167-95.6% |