Filed September 13, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $71,211 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $17,703 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,467 | $50,820-49.9% | $155,567-83.6% | $77,671-67.2% |
| Participation rate | 94.9% | 63.1%+31.8pp | 78.2%+16.7pp | 70.6%+24.3pp |
| Annual return | 11.46% | 34.85%-23.4pp | 64.74%-53.3pp | 31.21%-19.7pp |
| Employer contribution / active EE | $1,477 | $1,993-25.9% | $4,674-68.4% | $2,726-45.8% |
| Participant deferral / active EE | $3,789 | $2,823+34.2% | $5,628-32.7% | $4,648-18.5% |
| Admin fee / account holder | $5 | $436-98.7% | $15,916-100.0% | $430-98.7% |