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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) | $20,218 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,693 | $70,917+42.0% | $98,920+1.8% | $73,497+37.0% |
| Participation rate | 96.2% | 73.8%+22.4pp | 76.0%+20.2pp | 70.7%+25.5pp |
| Annual return | 23.71% | 34.18%-10.5pp | 196.47%-172.8pp | 28.51%-4.8pp |
| Employer contribution / active EE | $1,783 | $2,037-12.5% | $2,689-33.7% | $2,270-21.4% |
| Participant deferral / active EE | $2,352 | $3,501-32.8% | $4,245-44.6% | $3,740-37.1% |
| Admin fee / account holder | $68 | $535-87.4% | $6,643-99.0% | $513-86.8% |