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 16 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Consulting | $58,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $55,268 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Claims p... | $39,236 |
LINSCO/PRIVATE LEDGER CORP1+ years Filed as: LINSCO PRIVATE LEDGER Service code 16 · EIN 95-2834236 | Consulting | $22,194 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP Service code 16 | Consulting | $10,334 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $235 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 16 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,299 | $37,039-58.7% | $147,618-89.6% | $59,188-74.2% |
| Participation rate | 63.2% | 63.8%-0.6pp | 84.6%-21.5pp | 69.4%-6.3pp |
| Annual return | 0.26% | 7.19%-6.9pp | 61.98%-61.7pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,011 | $1,353-25.3% | $5,565-81.8% | $2,098-51.8% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $20 | $60-66.4% | $11,612-99.8% | $92-78.0% |