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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 | $101,539+23.5% | $147,041-14.7% | $74,400+68.6% |
| Participation rate | 70.9% | 75.5%-4.6pp | 82.2%-11.3pp | 67.2%+3.7pp |
| Annual return | 15.07% | 8740.84%-8725.8pp | 419.21%-404.1pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $3,151 | $3,811-17.3% | $4,935-36.1% | $2,624+20.1% |
| Participant deferral / active EE | $8,427 | $7,304+15.4% | $8,071+4.4% | $4,348+93.8% |
| Admin fee / account holder | $327 | $1,749-81.3% | $13,006-97.5% | $1,944-83.2% |