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 JONES5+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,693 |
ASCENSUS LLC2 years Filed as: AVINTUS LLC AN ASCENSUS CO Service code 13 · EIN 04-3682160 | Contract Administrator | $4,316 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,491 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,812 | $52,722+79.8% | $90,461+4.8% | $73,412+29.2% |
| Participation rate | 13.8% | 67.7%-53.9pp | 72.7%-58.9pp | 72.2%-58.3pp |
| Annual return | 4.90% | 20.70%-15.8pp | 1294.76%-1289.9pp | 59.30%-54.4pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $690 | $2,810-75.4% | $3,964-82.6% | $3,806-81.9% |
| Admin fee / account holder | $0 | $117-100.0% | $5,617-100.0% | $158-100.0% |