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 |
|---|---|---|
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $50,530 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $46,194 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3194849 | Consulting | $10,190 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $63 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,116 | $50,820+234.7% | $155,567+9.4% | $77,671+119.0% |
| Participation rate | 98.5% | 63.1%+35.4pp | 78.2%+20.3pp | 70.6%+28.0pp |
| Annual return | 15.78% | 34.85%-19.1pp | 64.74%-49.0pp | 31.21%-15.4pp |
| Employer contribution / active EE | $8,355 | $1,993+319.3% | $4,674+78.7% | $2,726+206.4% |
| Participant deferral / active EE | $5,287 | $2,823+87.3% | $5,628-6.0% | $4,648+13.8% |
| Admin fee / account holder | $277 | $436-36.4% | $15,916-98.3% | $430-35.6% |