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 |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $27,727 |
CARPENTER MORSE GROUP1 year Service code 13 2170 WEST STATE RD 434 STE 280 · LONGWOOD, FL 32779 | Contract Administrator | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,195 | $102,429-19.8% | $147,096-44.1% | $80,925+1.6% |
| Participation rate | 95.4% | 75.9%+19.5pp | 82.2%+13.2pp | 67.7%+27.7pp |
| Annual return | 14.74% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $4,478 | $3,716+20.5% | $4,936-9.3% | $2,756+62.5% |
| Participant deferral / active EE | $4,189 | $6,649-37.0% | $8,071-48.1% | $4,299-2.6% |
| Admin fee / account holder | -$35 | $7,957-100.4% | $13,005-100.3% | $6,940-100.5% |