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 |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $22,894 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,232 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,950 | $65,453-32.9% | $86,698-49.3% | $66,938-34.3% |
| Participation rate | 98.7% | 75.5%+23.3pp | 76.6%+22.1pp | 69.8%+28.9pp |
| Annual return | -19.05% | -10.89%-8.2pp | 35.95%-55.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $908 | $2,154-57.8% | $2,837-68.0% | $2,545-64.3% |
| Participant deferral / active EE | $2,482 | $4,102-39.5% | $4,656-46.7% | $4,238-41.4% |
| Admin fee / account holder | $138 | $642-78.5% | $7,493-98.2% | $594-76.8% |