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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,238 |
Filed as: DUNBAR BENDER & ZAPF, INC. Service code 12 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator; Claims proces... | $1,888 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,722 | $47,766-46.1% | $82,706-68.9% | $64,814-60.3% |
| Participation rate | 47.3% | 67.7%-20.4pp | 72.6%-25.3pp | 71.5%-24.2pp |
| Annual return | -13.38% | -13.06%-0.3pp | 701.76%-715.1pp | 32.84%-46.2pp |
| Employer contribution / active EE | $491 | $2,182-77.5% | $3,007-83.7% | $2,507-80.4% |
| Participant deferral / active EE | $2,346 | $3,332-29.6% | $4,394-46.6% | $4,310-45.6% |
| Admin fee / account holder | $12 | $143-91.6% | $5,329-99.8% | $188-93.6% |