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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $19,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,693 | $65,437-16.4% | $86,698-36.9% | $66,949-18.3% |
| Participation rate | 55.2% | 75.5%-20.3pp | 76.6%-21.4pp | 69.8%-14.7pp |
| Annual return | -18.97% | -10.91%-8.1pp | 35.96%-54.9pp | 1.57%-20.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,612 | $4,102-36.3% | $4,656-43.9% | $4,239-38.4% |
| Admin fee / account holder | $153 | $642-76.2% | $7,492-98.0% | $594-74.3% |