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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES INVESTMENTS Service code 27 703 S 1ST ST · LAMESA, TX 79331 | Advisory (Plan) | $37,905 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,436 | $55,437-59.5% | $155,534-85.6% | $74,459-69.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.40% | 269.58%-260.2pp | 64.92%-55.5pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $1,906 | $2,266-15.9% | $4,675-59.2% | $2,626-27.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $189 | $1,742-89.2% | $15,900-98.8% | $1,945-90.3% |