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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,915 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,569 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,171 | $50,919-52.5% | $155,556-84.5% | $77,762-68.9% |
| Participation rate | 74.9% | 63.1%+11.8pp | 78.2%-3.3pp | 70.6%+4.3pp |
| Annual return | 15.90% | 34.84%-18.9pp | 64.84%-48.9pp | 31.27%-15.4pp |
| Employer contribution / active EE | $1,404 | $1,991-29.5% | $4,675-70.0% | $2,728-48.5% |
| Participant deferral / active EE | $2,620 | $2,824-7.3% | $5,631-53.5% | $4,651-43.7% |
| Admin fee / account holder | $120 | $437-72.6% | $15,885-99.2% | $433-72.4% |