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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 257 W. LEE HWY · WARRENTON, VA 201862078 | Advisory (Plan) | $6,924 |
Service code 12 · EIN 48-1205033 | Float revenue; Recordkeeping fees; Cl... | $4,339 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,614 | $51,466-28.9% | $78,778-53.5% | $62,293-41.2% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 18.39% | 19.96%-1.6pp | 35.62%-17.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,887 | $827+128.1% | $1,986-5.0% | $2,042-7.6% |
| Participant deferral / active EE | $3,829 | $2,147+78.3% | $2,958+29.4% | $3,169+20.8% |
| Admin fee / account holder | $124 | $489-74.7% | $5,134-97.6% | $479-74.2% |