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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $11,634 |
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 | $88,036 | $79,438+10.8% | $106,555-17.4% | $79,391+10.9% |
| Participation rate | 63.6% | 74.2%-10.5pp | 76.1%-12.5pp | 70.7%-7.1pp |
| Annual return | 16.09% | 18.27%-2.2pp | 26.80%-10.7pp | 116.88%-100.8pp |
| Employer contribution / active EE | $899 | $2,235-59.8% | $2,819-68.1% | $2,428-63.0% |
| Participant deferral / active EE | $2,347 | $3,824-38.6% | $4,399-46.6% | $4,046-42.0% |
| Admin fee / account holder | $203 | $523-61.3% | $7,408-97.3% | $627-67.7% |