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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $60,582 |
NWPS4 years Service code 37 · EIN 91-2090931 | Loan Processing | $6,335 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,637 | $106,247-24.1% | $147,096-45.2% | $77,714+3.8% |
| Participation rate | 57.0% | 78.4%-21.4pp | 82.2%-25.2pp | 70.6%-13.6pp |
| Annual return | 14.80% | 56.87%-42.1pp | 419.75%-404.9pp | 31.26%-16.5pp |
| Employer contribution / active EE | $3,660 | $4,069-10.0% | $4,936-25.8% | $2,727+34.2% |
| Participant deferral / active EE | $4,003 | $7,996-49.9% | $8,071-50.4% | $4,649-13.9% |
| Admin fee / account holder | $424 | $338+25.5% | $13,005-96.7% | $433-2.0% |