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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 | $62,166-30.5% | $81,286-46.8% | $74,429-41.9% |
| Participation rate | 96.5% | 64.1%+32.4pp | 69.5%+27.0pp | 67.2%+29.3pp |
| Annual return | 15.98% | 16.50%-0.5pp | 24.80%-8.8pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $2,603 | $1,881+38.4% | $2,463+5.7% | $2,625-0.8% |
| Participant deferral / active EE | $4,054 | $3,223+25.8% | $3,883+4.4% | $4,348-6.8% |
| Admin fee / account holder | $102 | $1,925-94.7% | $5,764-98.2% | $1,944-94.8% |