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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 21 · EIN 43-1591643 | Bank Trustee | $6,157 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,447 | $42,367+59.2% | $79,583-15.2% | $64,824+4.0% |
| Participation rate | 99.7% | 64.7%+35.0pp | 69.5%+30.2pp | 71.5%+28.2pp |
| Annual return | 2.49% | -12.24%+14.7pp | 0.16%+2.3pp | 32.84%-30.4pp |
| Employer contribution / active EE | $8,874 | $1,181+651.7% | $2,414+267.6% | $2,507+253.9% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $14 | $160-91.4% | $6,835-99.8% | $188-92.7% |