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 01-0233346 | Recordkeeping | $37,758 |
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,362 | $58,969-87.5% | $129,406-94.3% | $77,762-90.5% |
| Participation rate | 66.9% | 59.5%+7.5pp | 69.6%-2.7pp | 70.6%-3.7pp |
| Annual return | 12.00% | 24.78%-12.8pp | 9468.18%-9456.2pp | 31.27%-19.3pp |
| Employer contribution / active EE | $420 | $1,959-78.6% | $4,155-89.9% | $2,728-84.6% |
| Participant deferral / active EE | $1,024 | $3,224-68.2% | $4,167-75.4% | $4,651-78.0% |
| Admin fee / account holder | $138 | $593-76.6% | $7,689-98.2% | $433-68.0% |