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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $27,071 |
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., LP.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,934 |
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 | $53,629 | $95,369-43.8% | $135,942-60.6% | $74,440-28.0% |
| Participation rate | 30.4% | 78.2%-47.8pp | 81.9%-51.5pp | 70.7%-40.4pp |
| Annual return | 21.13% | 32.72%-11.6pp | 68.28%-47.1pp | 34.37%-13.2pp |
| Employer contribution / active EE | $2,007 | $3,878-48.3% | $4,858-58.7% | $2,638-23.9% |
| Participant deferral / active EE | $4,350 | $7,788-44.1% | $7,759-43.9% | $4,529-3.9% |
| Admin fee / account holder | $294 | $266+10.3% | $10,764-97.3% | $348-15.5% |