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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $125,372 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $45,247 |
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 | $129,411 | $52,293+147.5% | $178,503-27.5% | $73,412+76.3% |
| Participation rate | 99.7% | 65.3%+34.4pp | 81.9%+17.8pp | 72.2%+27.5pp |
| Annual return | 14.06% | 34.75%-20.7pp | 151.12%-137.1pp | 59.30%-45.2pp |
| Employer contribution / active EE | $8,204 | $1,736+372.5% | $5,011+63.7% | $2,234+267.3% |
| Participant deferral / active EE | $5,057 | $2,333+116.7% | $5,202-2.8% | $3,806+32.9% |
| Admin fee / account holder | $126 | $127-1.3% | $13,987-99.1% | $158-20.4% |