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 |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $31,332 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,522 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,450 | $59,402+47.2% | $93,654-6.6% | $74,546+17.3% |
| Participation rate | 80.6% | 59.7%+20.9pp | 68.7%+11.8pp | 67.2%+13.3pp |
| Annual return | 10.47% | 81.86%-71.4pp | 133.34%-122.9pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $2,956 | $1,265+133.8% | $2,421+22.1% | $2,624+12.6% |
| Participant deferral / active EE | $5,604 | $3,049+83.8% | $4,413+27.0% | $4,347+28.9% |
| Admin fee / account holder | $31 | $3,023-99.0% | $8,282-99.6% | $1,944-98.4% |