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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $32,293 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,360 |
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 | $94,808 | $99,957-5.2% | $149,730-36.7% | $73,493+29.0% |
| Participation rate | 80.9% | 75.7%+5.2pp | 82.5%-1.6pp | 70.7%+10.2pp |
| Annual return | 22.41% | 53.87%-31.5pp | 276.70%-254.3pp | 28.51%-6.1pp |
| Employer contribution / active EE | $3,928 | $3,191+23.1% | $4,645-15.4% | $2,270+73.0% |
| Participant deferral / active EE | $8,608 | $6,073+41.8% | $6,843+25.8% | $3,740+130.2% |
| Admin fee / account holder | $245 | $551-55.5% | $9,310-97.4% | $513-52.2% |