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 JONES1+ years Service code 49 | Other Services | $31,045 |
Filed as: PENTEC PENSION MANAGEMENT Service code 49 · EIN 75-2776689 | Other Services | $6,398 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 12 · EIN 42-0127290 | Claims processing; Direct payment fro... | $2,973 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12 |
EDWARD JONES1+ years Filed as: EDARD JONES Service code 49 · EIN 43-0345811 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSCOIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,061 | $52,467-27.5% | $57,196-33.5% | $55,167-31.0% |
| Participation rate | 57.8% | 75.8%-18.0pp | 75.3%-17.5pp | 69.0%-11.2pp |
| Annual return | 2.59% | 7.72%-5.1pp | 14.59%-12.0pp | 169.23%-166.6pp |
| Employer contribution / active EE | $1,022 | $2,477-58.7% | $2,683-61.9% | $1,963-47.9% |
| Participant deferral / active EE | $2,688 | $2,830-5.0% | $3,096-13.2% | $3,054-12.0% |
| Admin fee / account holder | $50 | $269-81.5% | $3,141-98.4% | $504-90.1% |