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 | $53,445 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $25,082 |
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 | $45,858 | $50,902-9.9% | $155,534-70.5% | $77,736-41.0% |
| Participation rate | 41.8% | 63.1%-21.3pp | 78.2%-36.4pp | 70.6%-28.8pp |
| Annual return | 13.40% | 34.85%-21.4pp | 64.92%-51.5pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,085 | $1,991-45.5% | $4,675-76.8% | $2,728-60.2% |
| Participant deferral / active EE | $1,970 | $2,824-30.2% | $5,630-65.0% | $4,651-57.6% |
| Admin fee / account holder | $14 | $437-96.8% | $15,900-99.9% | $433-96.8% |