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 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $25,737 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,623 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 | Contract Administrator | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,442 | $64,457-37.3% | $111,392-63.7% | $55,725-27.4% |
| Participation rate | 16.4% | 79.7%-63.2pp | 78.9%-62.4pp | 70.9%-54.4pp |
| Annual return | -4.26% | -19.97%+15.7pp | -2.06%-2.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,532 | $3,956-61.3% | $4,328-64.6% | $2,078-26.3% |
| Participant deferral / active EE | $1,338 | $5,219-74.4% | $5,567-76.0% | $3,356-60.1% |
| Admin fee / account holder | $30 | $112-73.4% | $12,266-99.8% | $115-74.2% |