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 | $33,653 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $28,604 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,399 | $65,083+6.6% | $143,788-51.7% | $66,930+3.7% |
| Participation rate | 77.8% | 65.2%+12.6pp | 80.3%-2.5pp | 69.8%+8.0pp |
| Annual return | -16.12% | -11.13%-5.0pp | -0.03%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $2,411 | $2,361+2.1% | $4,952-51.3% | $2,545-5.3% |
| Participant deferral / active EE | $3,768 | $2,920+29.0% | $5,638-33.2% | $4,238-11.1% |
| Admin fee / account holder | $3 | $502-99.4% | $14,675-100.0% | $593-99.5% |