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., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $28,901 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,150 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,927 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,259 | $80,763-29.1% | $102,412-44.1% | $74,459-23.1% |
| Participation rate | 92.4% | 65.7%+26.7pp | 74.5%+17.9pp | 67.2%+25.2pp |
| Annual return | 12.44% | 27.57%-15.1pp | 24.94%-12.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $5,502 | $3,160+74.1% | $3,870+42.2% | $2,626+109.5% |
| Participant deferral / active EE | $2,878 | $3,862-25.5% | $5,060-43.1% | $4,350-33.8% |
| Admin fee / account holder | $260 | $2,371-89.0% | $8,388-96.9% | $1,945-86.6% |