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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $21,808 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,927 | $60,795-42.5% | $69,483-49.7% | $65,186-46.4% |
| Participation rate | 58.7% | 74.9%-16.1pp | 74.6%-15.9pp | 70.2%-11.5pp |
| Annual return | 23.76% | 17.46%+6.3pp | 28.99%-5.2pp | 29.39%-5.6pp |
| Employer contribution / active EE | $992 | $2,452-59.5% | $2,780-64.3% | $2,177-54.4% |
| Participant deferral / active EE | $1,612 | $3,162-49.0% | $3,537-54.4% | $3,514-54.1% |
| Admin fee / account holder | $160 | $314-49.0% | $3,841-95.8% | $847-81.1% |