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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., LP.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,689 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,351 | $84,487-67.6% | $125,339-78.2% | $66,914-59.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 82.4%-32.4pp | 69.8%-19.8pp |
| Annual return | -15.66% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $480 | $3,553-86.5% | $4,814-90.0% | $2,544-81.1% |
| Participant deferral / active EE | $3,512 | $6,781-48.2% | $7,446-52.8% | $4,237-17.1% |
| Admin fee / account holder | $138 | $685-79.8% | $10,010-98.6% | $593-76.7% |