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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $23,243 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,464 | $56,438-30.1% | $76,872-48.7% | $71,511-44.8% |
| Participation rate | 95.7% | 64.3%+31.4pp | 69.6%+26.1pp | 67.9%+27.8pp |
| Annual return | 20.04% | 19.05%+1.0pp | 37.90%-17.9pp | 28.86%-8.8pp |
| Employer contribution / active EE | $4,202 | $1,864+125.5% | $2,533+65.9% | $2,589+62.3% |
| Participant deferral / active EE | $3,698 | $3,136+17.9% | $3,832-3.5% | $4,291-13.8% |
| Admin fee / account holder | $95 | $1,430-93.4% | $5,476-98.3% | $1,588-94.0% |