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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $18,580 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,428 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,921 | $55,002-52.9% | $59,899-56.7% | $56,289-53.9% |
| Participation rate | 80.5% | 75.9%+4.6pp | 74.7%+5.8pp | 69.9%+10.6pp |
| Annual return | -6.80% | 1.13%-7.9pp | 3.46%-10.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,347 | $2,448-45.0% | $2,723-50.5% | $2,111-36.2% |
| Participant deferral / active EE | $2,214 | $3,121-29.1% | $3,402-34.9% | $3,350-33.9% |
| Admin fee / account holder | $139 | $236-40.9% | $3,592-96.1% | $521-73.3% |