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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,971 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $11,429 |
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 | $15,345 | $62,928-75.6% | $172,752-91.1% | $67,579-77.3% |
| Participation rate | 86.8% | 64.5%+22.3pp | 82.6%+4.2pp | 71.3%+15.5pp |
| Annual return | 22.75% | 30.36%-7.6pp | 802.97%-780.2pp | 378.56%-355.8pp |
| Employer contribution / active EE | $921 | $1,636-43.7% | $5,144-82.1% | $2,148-57.1% |
| Participant deferral / active EE | $934 | $2,145-56.5% | $5,198-82.0% | $3,539-73.6% |
| Admin fee / account holder | $17 | $167-89.5% | $13,955-99.9% | $142-87.7% |