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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $114,331 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $50,608 |
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 | $116,220 | $62,928+84.7% | $172,753-32.7% | $67,582+72.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 21.48% | 30.36%-8.9pp | 803.00%-781.5pp | 378.57%-357.1pp |
| Employer contribution / active EE | $7,859 | $1,636+380.3% | $5,144+52.8% | $2,148+265.9% |
| Participant deferral / active EE | $4,836 | $2,145+125.5% | $5,198-7.0% | $3,539+36.6% |
| Admin fee / account holder | $117 | $167-29.6% | $13,956-99.2% | $142-17.6% |