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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,270 |
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $33,707 |
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 | $47,073 | $91,710-48.7% | $67,560-30.3% | $77,762-39.5% |
| Participation rate | 62.2% | 76.0%-13.8pp | 72.9%-10.8pp | 70.6%-8.4pp |
| Annual return | 12.67% | 14.88%-2.2pp | 3533.50%-3520.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,546 | $3,187-51.5% | $2,737-43.5% | $2,728-43.3% |
| Participant deferral / active EE | $2,298 | $3,911-41.2% | $4,004-42.6% | $4,651-50.6% |
| Admin fee / account holder | $170 | $245-30.6% | $3,994-95.7% | $433-60.8% |