Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $66,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,970 | $50,860+8.1% | $155,574-64.7% | $77,714-29.3% |
| Participation rate | 35.5% | 63.1%-27.6pp | 78.2%-42.7pp | 70.6%-35.1pp |
| Annual return | 25.23% | 34.86%-9.6pp | 64.87%-39.6pp | 31.26%-6.0pp |
| Employer contribution / active EE | $211 | $1,991-89.4% | $4,676-95.5% | $2,727-92.2% |
| Participant deferral / active EE | $1,419 | $2,825-49.8% | $5,629-74.8% | $4,649-69.5% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |