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) | $25,263 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY INC Service code 13 | Contract Administrator | $1,847 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $1,549 |
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 | $73,437 | $54,729+34.2% | $86,235-14.8% | $71,529+2.7% |
| Participation rate | 80.0% | 60.1%+19.9pp | 69.0%+11.0pp | 67.9%+12.1pp |
| Annual return | 13.13% | 20.07%-6.9pp | 1170.03%-1156.9pp | 28.97%-15.8pp |
| Employer contribution / active EE | $2,408 | $1,267+90.0% | $2,381+1.1% | $2,590-7.0% |
| Participant deferral / active EE | $4,517 | $3,110+45.2% | $3,987+13.3% | $4,291+5.2% |
| Admin fee / account holder | $35 | $1,921-98.2% | $6,856-99.5% | $1,588-97.8% |