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 33 · EIN 43-0345811 | Securities brokerage | $6,742 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,549 | $86,692-72.8% | $119,634-80.3% | $66,949-64.8% |
| Participation rate | 68.9% | 75.6%-6.7pp | 79.3%-10.3pp | 69.8%-0.9pp |
| Annual return | -16.07% | -8.00%-8.1pp | -14.98%-1.1pp | 1.57%-17.6pp |
| Employer contribution / active EE | $1,169 | $2,536-53.9% | $4,232-72.4% | $2,545-54.1% |
| Participant deferral / active EE | $1,488 | $4,360-65.9% | $5,601-73.4% | $4,239-64.9% |
| Admin fee / account holder | $7 | $755-99.0% | $10,329-99.9% | $594-98.8% |