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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,139 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $21,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,923 | $101,499-51.8% | $147,005-66.7% | $74,546-34.4% |
| Participation rate | 68.2% | 75.5%-7.4pp | 82.2%-14.0pp | 67.2%+0.9pp |
| Annual return | 20.65% | 8732.34%-8711.7pp | 418.76%-398.1pp | 1366.03%-1345.4pp |
| Employer contribution / active EE | $3,379 | $3,811-11.3% | $4,934-31.5% | $2,624+28.8% |
| Participant deferral / active EE | $6,797 | $7,304-7.0% | $8,070-15.8% | $4,347+56.3% |
| Admin fee / account holder | $270 | $1,748-84.5% | $13,006-97.9% | $1,944-86.1% |