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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $27,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,210 | $62,177-30.5% | $81,370-46.9% | $74,478-42.0% |
| Participation rate | 96.5% | 64.1%+32.4pp | 69.5%+26.9pp | 67.2%+29.3pp |
| Annual return | 15.98% | 16.62%-0.6pp | 24.85%-8.9pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $2,603 | $1,881+38.4% | $2,464+5.6% | $2,626-0.9% |
| Participant deferral / active EE | $4,054 | $3,219+25.9% | $3,885+4.4% | $4,350-6.8% |
| Admin fee / account holder | $102 | $1,927-94.7% | $5,749-98.2% | $1,946-94.8% |