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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,418 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $42,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,056 | $55,446+11.9% | $155,574-60.1% | $74,429-16.6% |
| Participation rate | 76.0% | 61.9%+14.1pp | 78.2%-2.3pp | 67.2%+8.7pp |
| Annual return | 13.91% | 269.20%-255.3pp | 64.87%-51.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,871 | $2,266+26.7% | $4,676-38.6% | $2,625+9.4% |
| Participant deferral / active EE | $4,760 | $2,836+67.8% | $5,629-15.4% | $4,348+9.5% |
| Admin fee / account holder | $3 | $1,743-99.8% | $15,914-100.0% | $1,944-99.8% |