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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,139 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $21,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,923 | $101,591-51.8% | $147,096-66.7% | $74,429-34.3% |
| Participation rate | 68.2% | 75.5%-7.4pp | 82.2%-14.0pp | 67.2%+0.9pp |
| Annual return | 20.65% | 8746.45%-8725.8pp | 419.75%-399.1pp | 1368.38%-1347.7pp |
| Employer contribution / active EE | $3,379 | $3,813-11.4% | $4,936-31.5% | $2,625+28.7% |
| Participant deferral / active EE | $6,797 | $7,302-6.9% | $8,071-15.8% | $4,348+56.3% |
| Admin fee / account holder | $270 | $1,750-84.6% | $13,005-97.9% | $1,944-86.1% |