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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $24,184 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,750 | $93,617-38.3% | $135,982-57.5% | $75,177-23.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 17.79% | 30.89%-13.1pp | 68.32%-50.5pp | 160.75%-143.0pp |
| Employer contribution / active EE | $4,264 | $3,538+20.5% | $4,859-12.3% | $2,671+59.6% |
| Participant deferral / active EE | $4,467 | $6,406-30.3% | $7,760-42.4% | $4,126+8.3% |
| Admin fee / account holder | -$24 | $6,980-100.3% | $10,767-100.2% | $5,651-100.4% |