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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,986 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,932 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $16,355 | $62,928-74.0% | $172,753-90.5% | $67,582-75.8% |
| Participation rate | 24.1% | 64.5%-40.3pp | 82.6%-58.5pp | 71.3%-47.1pp |
| Annual return | 35.99% | 30.36%+5.6pp | 803.00%-767.0pp | 378.57%-342.6pp |
| Employer contribution / active EE | $184 | $1,636-88.8% | $5,144-96.4% | $2,148-91.4% |
| Participant deferral / active EE | $359 | $2,145-83.3% | $5,198-93.1% | $3,539-89.9% |
| Admin fee / account holder | $218 | $167+31.0% | $13,956-98.4% | $142+53.4% |