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 Service code 99 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Other Fees | $18,850 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $10,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,383 | $91,439-12.1% | $135,974-40.9% | $71,511+12.4% |
| Participation rate | 61.9% | 75.7%-13.7pp | 81.9%-20.0pp | 67.9%-6.0pp |
| Annual return | 19.35% | 29.90%-10.5pp | 68.30%-49.0pp | 28.86%-9.5pp |
| Employer contribution / active EE | $1,745 | $3,705-52.9% | $4,859-64.1% | $2,589-32.6% |
| Participant deferral / active EE | $3,247 | $7,093-54.2% | $7,760-58.2% | $4,291-24.3% |
| Admin fee / account holder | $273 | $1,267-78.4% | $10,767-97.5% | $1,588-82.8% |