Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,362 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,626 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,900 | $46,332-67.8% | $143,799-89.6% | $64,819-77.0% |
| Participation rate | 70.1% | 64.2%+5.8pp | 80.3%-10.2pp | 71.5%-1.4pp |
| Annual return | -15.62% | -10.05%-5.6pp | -0.04%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $950 | $1,911-50.3% | $4,952-80.8% | $2,507-62.1% |
| Participant deferral / active EE | $2,066 | $2,647-22.0% | $5,638-63.4% | $4,311-52.1% |
| Admin fee / account holder | $92 | $154-40.1% | $14,677-99.4% | $188-50.9% |