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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $40,670 |
NWPS1 year Service code 37 · EIN 91-2090931 | Loan Processing | $6,045 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,940 | $95,417-15.2% | $135,974-40.5% | $74,460+8.7% |
| Participation rate | 45.9% | 78.2%-32.3pp | 81.9%-36.0pp | 70.7%-24.9pp |
| Annual return | 19.13% | 32.76%-13.6pp | 68.30%-49.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,097 | $3,878-71.7% | $4,859-77.4% | $2,638-58.4% |
| Participant deferral / active EE | $2,626 | $7,789-66.3% | $7,760-66.2% | $4,530-42.0% |
| Admin fee / account holder | $444 | $266+66.8% | $10,767-95.9% | $348+27.6% |