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 Service code 26 · EIN 43-0345811 | Advisory (Participants) | $12,949 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 | Advisory (Participants) | $12,949 |
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $880 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,854 | $80,748-30.8% | $102,383-45.4% | $74,429-25.0% |
| Participation rate | 27.0% | 65.7%-38.7pp | 74.5%-47.5pp | 67.2%-40.2pp |
| Annual return | 11.11% | 27.57%-16.5pp | 24.94%-13.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $898 | $3,159-71.6% | $3,870-76.8% | $2,625-65.8% |
| Participant deferral / active EE | $1,989 | $3,861-48.5% | $5,060-60.7% | $4,348-54.3% |
| Admin fee / account holder | $357 | $2,371-84.9% | $8,391-95.7% | $1,944-81.6% |