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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,386 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,676 |
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 | $18,078 | $47,163-61.7% | $149,696-87.9% | $74,460-75.7% |
| Participation rate | 76.9% | 63.4%+13.5pp | 78.8%-1.9pp | 70.7%+6.2pp |
| Annual return | 20.32% | 22.75%-2.4pp | 134.46%-114.1pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,129 | $1,907-40.8% | $4,821-76.6% | $2,638-57.2% |
| Participant deferral / active EE | $2,238 | $2,730-18.0% | $5,682-60.6% | $4,530-50.6% |
| Admin fee / account holder | $103 | $343-69.9% | $13,212-99.2% | $348-70.3% |