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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $52,992 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $11,378 |
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 | $44,215 | $55,437-20.2% | $155,534-71.6% | $74,459-40.6% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.7pp | 67.2%-17.7pp |
| Annual return | 11.61% | 269.58%-258.0pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $740 | $2,266-67.3% | $4,675-84.2% | $2,626-71.8% |
| Participant deferral / active EE | $1,656 | $2,837-41.6% | $5,630-70.6% | $4,350-61.9% |
| Admin fee / account holder | $75 | $1,742-95.7% | $15,900-99.5% | $1,945-96.1% |