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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 · EIN 35-0145825 | Other insurance wrap fees; Insurance ... | $27,530 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $10,621 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $487 |
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 | $17,473 | $52,293-66.6% | $178,503-90.2% | $73,412-76.2% |
| Participation rate | 90.5% | 65.3%+25.1pp | 81.9%+8.5pp | 72.2%+18.3pp |
| Annual return | 14.81% | 34.75%-19.9pp | 151.12%-136.3pp | 59.30%-44.5pp |
| Employer contribution / active EE | $892 | $1,736-48.6% | $5,011-82.2% | $2,234-60.1% |
| Participant deferral / active EE | $891 | $2,333-61.8% | $5,202-82.9% | $3,806-76.6% |
| Admin fee / account holder | $9 | $127-92.9% | $13,987-99.9% | $158-94.2% |