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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES - JESSIE O'BRIEN Service code 26 · EIN 43-1591643 | Advisory (Participants) | $13,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,032 | $65,322-41.8% | $70,494-46.0% | $73,497-48.3% |
| Participation rate | 64.8% | 77.0%-12.1pp | 75.1%-10.2pp | 70.7%-5.9pp |
| Annual return | 17.99% | 15.71%+2.3pp | 109.16%-91.2pp | 28.51%-10.5pp |
| Employer contribution / active EE | $753 | $2,460-69.4% | $2,738-72.5% | $2,270-66.8% |
| Participant deferral / active EE | $3,302 | $3,375-2.2% | $3,711-11.0% | $3,740-11.7% |
| Admin fee / account holder | $146 | $214-31.6% | $3,848-96.2% | $513-71.5% |