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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 28 · EIN 81-0397801 | Investment Management | $19,562 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,518 | $54,245+13.4% | $93,727-34.4% | $77,762-20.9% |
| Participation rate | 98.7% | 63.9%+34.8pp | 68.7%+30.0pp | 70.6%+28.2pp |
| Annual return | 3.27% | 30.58%-27.3pp | 133.83%-130.6pp | 31.27%-28.0pp |
| Employer contribution / active EE | $5,026 | $1,168+330.5% | $2,421+107.6% | $2,728+84.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $38 | $575-93.4% | $8,292-99.5% | $433-91.3% |