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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $29,693 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,070 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $45,402 | $50,175-9.5% | $99,475-54.4% | $65,185-30.3% |
| Participation rate | 96.2% | 68.4%+27.8pp | 73.8%+22.3pp | 70.2%+26.0pp |
| Annual return | 22.57% | 25.36%-2.8pp | 30.72%-8.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,155 | $1,496+44.1% | $2,540-15.1% | $2,177-1.0% |
| Participant deferral / active EE | $8,624 | $2,748+213.9% | $3,619+138.3% | $3,514+145.4% |
| Admin fee / account holder | $119 | $398-70.0% | $6,252-98.1% | $847-85.9% |