| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,574 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,865 | $106,236+68.4% | $112,270+59.3% | $64,829+175.9% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.1%+22.8pp | 71.5%+26.4pp |
| Annual return | 7.39% | -6.02%+13.4pp | 27.49%-20.1pp | 32.85%-25.5pp |
| Employer contribution / active EE | $16,833 | $3,167+431.6% | $3,635+363.0% | $2,507+571.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $7 | $452-98.5% | $6,411-99.9% | $188-96.3% |