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 | $43,111 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $9,140 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,724 |
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 | $44,140 | $61,338-28.0% | $149,717-70.5% | $71,495-38.3% |
| Participation rate | 42.7% | 62.5%-19.8pp | 78.8%-36.0pp | 67.9%-25.2pp |
| Annual return | 14.20% | 35.86%-21.7pp | 134.41%-120.2pp | 28.85%-14.7pp |
| Employer contribution / active EE | $681 | $2,381-71.4% | $4,820-85.9% | $2,589-73.7% |
| Participant deferral / active EE | $1,544 | $2,919-47.1% | $5,682-72.8% | $4,291-64.0% |
| Admin fee / account holder | $155 | $1,263-87.7% | $13,213-98.8% | $1,588-90.2% |