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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,589 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $36,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,437 | $101,672+23.4% | $147,117-14.7% | $74,478+68.4% |
| Participation rate | 70.9% | 75.5%-4.7pp | 82.2%-11.3pp | 67.2%+3.7pp |
| Annual return | 15.07% | 8757.83%-8742.8pp | 420.54%-405.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $3,151 | $3,813-17.4% | $4,932-36.1% | $2,626+20.0% |
| Participant deferral / active EE | $8,427 | $7,305+15.4% | $8,065+4.5% | $4,350+93.7% |
| Admin fee / account holder | $327 | $1,753-81.4% | $12,993-97.5% | $1,946-83.2% |