Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,609 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,681 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $7,077 |
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 | $30,959 | $50,812-39.1% | $155,602-80.1% | $77,692-60.2% |
| Participation rate | 39.7% | 63.1%-23.4pp | 78.2%-38.5pp | 70.6%-30.9pp |
| Annual return | 13.97% | 34.85%-20.9pp | 64.81%-50.8pp | 31.25%-17.3pp |
| Employer contribution / active EE | $801 | $1,989-59.7% | $4,675-82.9% | $2,726-70.6% |
| Participant deferral / active EE | $2,310 | $2,822-18.2% | $5,629-59.0% | $4,648-50.3% |
| Admin fee / account holder | $156 | $436-64.2% | $15,923-99.0% | $431-63.7% |